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Home > Events > Best Practice Forum

Best Practice Forum

Professional Planner’s Best Practice Forum brings together financial planning practice principles who are motivated to adapt and disrupt themselves in order to navigate the strong forces of commercial and regulatory winds. Now is the time for financial planners and practice owners to be proactive and positive agents of change.

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    Best Practice Forum

    Stephen Scheeler: Big tech is coming to eat your lunch

    This session considers the lessons from healthcare, medtech and personalised medicine in reimagining a whole industry and building tomorrow's technologies, today.
    Best Practice Forum

    Stephen Scheeler: Big tech is coming to eat your lunch

    Best Practice Forum

    Leah Sciacca: Changes ahead: the ASIC perspective

    Best Practice Forum

    Humans of advice: morale, supply & succession

    Best Practice Forum

    Paul Heath: Fireside chat: Koda Capital and its future

    Best Practice Forum

    Thriving in times of change

    Best Practice Forum

    Efficiency, scale & options: managed accounts in 2021

    Best Practice Forum

    Fintech is the answer, but what is the question?

    Best Practice Forum

    Retirement advice: the great untapped opportunity

    Best Practice Forum

    Matt Lawler: Resetting and moving forward

    Best Practice Forum

    Andrew Inwood: What it takes to be successful in interesting times

    Best Practice Forum

    Damien Mu: Welcome

    Best Practice Forum

    Alisdair Barr, Matthew Fenning: People in advice: nurturing the next generation of advisers

    Best Practice Forum

    Bryan Ashenden, Jeffrey Scott, Tracy Wilcox: Ethics for advisers

    Best Practice Forum

    Tracy Wilcox, Jeffrey Scott: Practical ethics

    Best Practice Forum

    Angus Benbow, Simon Hoyle, Tom Reddacliff: Partner for success: choosing a licensee

    Best Practice Forum

    Dante De Gori: In the midst of change: FPA keynote, Q&A

    Best Practice Forum

    Michael Blomfield: ‘Impact of advice’ index launch: Measuring and tracking progress

    Best Practice Forum

    Jason Komadina, Sue Viskovic: The eternal quest for an efficient practice

    Best Practice Forum

    Marisa Broome, Paul Moran, Danielle Press: How to regulate advice: A collaborative approach

    Best Practice Forum

    Helen Christensen, Sean West: Science. Compassion. Advice: Mental health in a crisis

    Best Practice Forum

    Steve Tew: Leadership keynote and Q&A: in these extraordinary times

    Articles
    Sort content by
    On Practice

    Scale by independence: The Koda Capital model

    Tahn SharpeAugust 4, 2021
    Best Practice Forum

    Managed accounts to follow customisation trend: Blackrock

    Tahn SharpeAugust 4, 2021
    Technology

    Data and integration the next wave of platform evolution: BT

    Tahn SharpeAugust 3, 2021
    Featured Homepage Posts

    The 4 ‘system changes’ defining the business of advice

    Tahn SharpeAugust 2, 2021
    On Practice

    85pc of advice clients mispriced: Peloton Partners

    Tahn SharpeJuly 29, 2021
    Industry
    1

    De Gori: Advice ‘absolutely’ has a supply issue

    Tahn SharpeJuly 28, 2021
    Industry

    Tarnished, but iconic: AMP Advice looks to the future

    Tahn SharpeJuly 27, 2021
    Industry

    Up to 2,000,000 ‘unassigned’ clients after bank exits: CoreData

    Tahn SharpeJuly 27, 2021
    Professional Standards

    FASEA’s Glenfield: 10,000 qualified advisers a ‘strong’ story

    Tahn SharpeOctober 2, 2020
    On Practice

    Take the pressure off staff: Macquarie’s West

    Tahn SharpeAugust 7, 2020
    Industry

    Advisers ‘in the driver’s seat’ with licensee choice

    Tahn SharpeAugust 6, 2020
    Industry
    2

    Fix disciplinary body plan before it’s too late: FPA

    Tahn SharpeAugust 5, 2020
    Load More

    Media

    Podcast

    Solving the advice technology puzzle

    Podcast

    Peer groups and the value of community in financial advice

    Podcast

    Coming of age: What a professionalised advice industry means for business models

    Recent Comments

    De Gori: Advice ‘absolutely’ has a supply issue

    1

    Fix disciplinary body plan before it’s too late: FPA

    2

    ‘Conservative’ licensees hampering scaled advice: ASIC

    5

    Outsourcing no automatic panacea for advisers

    1

    Ethicist highlights where FASEA falls short

    2
    View comments hub

    Have your say

    Would you prefer to see advice industry associations merge or continue to retain their identity?
    Vote Now
    “

    One of the better conferences I’ve been to in some time, with the breadth of presenters and details they were happy to share. Take my hat off to the organisers. Very well done.

    Jason Petersen

    Head of advice wealth management, 5 Financial

    “

    Exceeded my expectations, was seamless in fact. Beneficial keeping up to date and hearing what other practices are doing and how they are feeling.

    Kathy Hickey

    Operations manager, Zone Financial

    “

    Loved the whole experience – this is definitely something I would consider as an annual must attend, great to hear from other advisers and how they are feeling in our ever-changing world.

    Lee Mowat

    Chief operating officer, Olive Financial Markets

    Upcoming events
    View all
    6 - 7 June, 2022

    Licensee Summit

    SUITABLE FOR: Licensee and dealer group heads.
    The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
    Register
    More Info
    1 December, 2022

    Researcher Forum

    SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.

    The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

    More Info

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      Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.

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