FPA Roadshow: Looking ahead to FASEA, back to FoFA
The 2018 FPA National Roadshow will call on planners to help shape a position on incoming standards. It will also offer guidance on keeping up with existing requirements.
April 17, 2018
Don’t tell him you can’t be wealthy
Patrick Canion says financial security is easily gained in Australia and he wants to help hard-working everyday people get there.
April 16, 2018
Three ways to breathe new life into your approach
New places, and fresh perspectives will help you reinvigorate your marketing and take it in original directions.
April 16, 2018
Agitate for the future
Professional Planner aims to provide analysis and opinion from qualified experts to help you navigate these disrupted times.
April 13, 2018
Licensee Summit to honour industry leaders
The Professional Planner Licensee Summit in June will reveal the winners of the prestigious Licensee of the Year Awards and mark the way forward for the sector.
April 13, 2018
This royal commission won’t be pretty
The industry and its biggest players are bracing for what’s expected to be a brutal week.
April 12, 2018
Professionalism lives ‘above the line’
The dominance of the financial product industry in the US offers a stark reminder of what the Australian advice industry needs to move away from in its pursuit of professionalism.
April 11, 2018
CGT doesn’t need to be complicated
Capital gains tax planning can become tricky for clients who have multiple properties, used for multiple purposes. A few key rules can simplify things.
April 10, 2018
The big edge in small caps
Managed funds have found a way to push back against the trend towards passive by swimming in the diminutive end of the ASX, where expertise and capacity for research can pay off.
April 10, 2018
No short cuts on path to own firm
From cutting his teeth at big banks and small firms to refusing insurance commissions, Joe Virgona has endured short-term consequences to thrive in the long run.
April 09, 2018
Holiday hours: What to do while targets are on break
Deciding whether to continue marketing when many clients and potential clients are switching off isn’t always straightforward.
April 09, 2018
