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
FASEA outlines new education pathways for existing advisers
FASEA has issued guidance to existing financial advisers which could radically slash the time it takes to meet new education standards.
December 14, 2017
Associations expect short-term pain for long-term gain
The heads of the FPA and SMSF Association say inquiry will improve professionalism down the road but hope it doesn’t dredge up old news that could hurt the industry’s reputation.
December 14, 2017
What clients say they value most is something AI can’t provide
A recent survey of investors found that, no matter what the demographic, peace of mind is what people hope to get from a financial planner.
December 13, 2017
Athletes train for industry roles at AMP Academy
The range of ages and backgrounds among people entering the industry continues to expand. New roles are emerging – and training must keep up.
December 13, 2017
An experienced hand reaches out to offer more
Ash McAuliffe’s 17 years in financial planning have led him to do more than just reflect on why more people don’t seek advice. He’s launched a holistic firm to address the problem.
December 12, 2017
