Professional Planner: Top five event moments of 2020
As always, the success of our events has been due to not only the hard work and talent of our events team, but the willingness of our delegates, speakers and sponsors to get involved and make a positive contribution.
January 08, 2021
Professional Planner feedback: Top ten letters for 2020
In what was a memorable year for financial advice and the world at large, Professional Planner received a record amount of feedback from industry stakeholders. We've hand selected ten of the best letters from our readers in 2020 below.
January 05, 2021
Professional Planner: Top ten stories for 2020
There were some surprises in our most read list this year, and some stories that panned out exactly as we thought they would. As always, most of the stories that mattered for our audience were the ones that affected the way advisers go about their business.
December 18, 2020
The great reset: An industry emerges from crisis
Unprecedented quickly became the description de jure for what was happening all around between March and May this year as superannuation was drawn on, funds were tested and central banks through everything including the kitchen sink at the problem - Professional Planner reflects on the year that was.
December 17, 2020
FASEA axed, FDS and OSA docs to merge in landmark day for advice
FASEA will have its functions spread across Treasury and a single disciplinary body sitting within ASIC, while – in a much-needed compliance win for advisers – annual fee renewals will be combined with financial disclosure statements in a single document.
December 14, 2020
ASIC separates advisers and asset consultants
The regulator took several questions on notice from a combative PJC hearing last month about whether asset consultants like Frontier Advisors have the right to call themselves independent. The topic is front of mind for policymakers right now.
December 14, 2020
Hume: Industry voices led to compliance coup
The Senator tells Professional Planner she canvassed “far and wide” in the lead up to Wednesday’s compliance-cutting legislative amendment proposal. Industry associations played a role, she says, as did the advisers who joined industry roundtables and approached their local members.
December 11, 2020
Advice remediation rules up for review
ASIC has proposed a two-tier system to client remediation amidst a raft of updates to RG 256, including doing away with the current seven-year review period and making sure remediation assumptions are always beneficial to clients.
December 10, 2020
