FPA sets out priorities for a busy new year
Supporting FASEA and helping members navigate increasing regulatory costs are among the top issues on the Financial Planning Association’s agenda for 2018.
January 04, 2018
Fair and efficient markets rely on people power
CFA Societies are taking the lead in promoting professionalism and ethics, because the fairness and efficiency of financial markets is driven by human behaviour.
December 21, 2017
Royal commission must prove reform is no fairy tale
Like Hans Christian Andersen characters, industry leaders are afraid to say publicly what’s so obviously wrong with the industry, Robert MC Brown writes.
December 21, 2017
Valuable SMSF market just keeps on growing
Self-managed super funds, which already provide a healthy chunk of revenue for most advice businesses, continue to offer more and more opportunities for financial planners.
December 20, 2017
This New Year, engage a tech expert, and kiss some stress goodbye
Sorting through the risks of the digital boom to capture its benefits is beyond the skills of most advice businesses. Accessing outside help can save a lot of headache.
December 20, 2017
2017: The year talk became action
From the launch of a new standards body to the intrigue of a royal commission, the pace of professionalism quickened this year – and Professional Planner is evolving to keep up.
December 19, 2017
Up to 30,000 SMSFs face new compliance rules for European trades
Funds with corporate trustees that wish to trade with Europe will need to sync with a global identity standard by January 3, 2018.
December 19, 2017
Even in the festive season, advisers are rarely client-free
Financial planners are more than willing to take ample vacation around this time of year, but they’re less amenable to turning off their phones.
December 18, 2017
How to respond to SMSF bitcoin inquiries
Advisers are being hit with inquiries about bitcoin. Setting a response strategy may be warranted.
December 15, 2017
