Industry Updates

Don’t wind back the clock on consumer protections

Conservatives in the US want to dismantle consumer protections put in place after the global financial crisis. Similar forces in Australia must be kept from doing the same here.

A broader definition of competence

Researchers and industry stakeholders joined forces to determine all the skills and behaviours a financial planner needs. The Financial Advice Competency Framework is the result.

What’s next for licensees?

As reform shifts many responsibilities onto individual advisers, it’s uncertain what’s on the cards for licensees. However, as always, those who add value will survive.

Past and present: Kell, Gonski laud industry

Speaking at PP’s 10th-birthday bash, ASIC’s Peter Kell said financial planning was fast becoming a profession and ANZ’s David Gonski praised the industry's achievements.

Professional Planner’s 10th birthday party – photo gallery

Click on an image below to enlarge

Professional Planner celebrates its first decade

PP's 10th-birthday bash was a gathering of industry heavyweights. David Gonski, Peter Kell and Bernie Ripoll were among the bright lights who addressed the crowd.

Stories of the decade: Professional Planner, from birth to 2017

In continued celebration of Professional Planner's 10th birthday, please enjoy this collection of some of the most influential and engaging stories from our first decade.

Eyes firmly on the future

Professional Planner has pushed for change from the start. As the industry continues its transformation, PP will keep advancing the conversation. Thank you for making it possible.

Geopolitical risk giveth and taketh away

The biggest geopolitical risk facing investors is the spread of populism, but market dislocations could also result in buying opportunities, the IMCA Annual Conference has heard.

Wisdom of Wealth? It’s ‘disappointingly simple’

Christina Cabrera went into business to help others, including showing many women they’re much better with money than they think they are.

Divine data: What you know makes all the difference

Data is fast becoming the most critical part of the business. Make sure you have the systems in place to collect and use it wisely.

Professionalism and pro bono go hand in hand

Providing professional services free of charge to individuals who need them – pro-bono work – is a hallmark of respected professions. Financial planning has taken the first steps.

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