FPA reveals Congress line up
The FPA has announced a line up of international thought leaders for its National Congress, which will take place in Hobart in November.
August 18, 2017
Reflection: A matter of building trust
Financial Planning Week needs to do more to build the public’s trust rather than simply make financial planners feel good about themselves
August 18, 2017
How Baby Boomers’ needs have changed
A seismic shift in the nature of advice provided over the past decade is as much about the metamorphosis experienced by planners as it is a reflection of evolving client needs.
August 18, 2017
Deadline looms for marriage plebiscite
Rob Prugue has been spending his lunchbreaks this week handing out flyers at Circular Quay. He explains why.
August 17, 2017
Planners split on banking royal commission call
Financial planners are split on opposition leader Bill Shorten’s proposed royal commission into banking and financial services, with a slight majority saying they do not approve
August 17, 2017
Future-proof your advice business with data
Engage with your clients’ plans and dreams by putting data to use, providing a service they will truly value and strengthening your business at the same time.
August 17, 2017
Five ways businesses have built a Millennial client base
Millennials make up a minority of overall financial advice clients. These businesses have tailored their offerings to the generation with a few key strategies.
August 16, 2017
Post-super reforms: Your clients in pension phase
In our three-part series on what advisers need to know and do post-super reforms, this second part focuses on the pension phase.
August 15, 2017
Unpacking the new Life Insurance Code
Planners who advise on life insurance products need to familiarise themselves with the new code of practice sooner rather than later, writes Dr June Smith.
August 15, 2017
FASEA CEO choice sends strong message to planners
OPINION: The appointment of Dr Deen Sanders as CEO of FASEA sends a message to planners that the development of standards is in the best possible hands, writes Simon Hoyle.
August 14, 2017
A client-focused approach put into practice
It was when she realised that most people need help when it comes to managing their money that Cath Sharples-Rushbrooke found her calling in life.
August 14, 2017
Professional Planner/FPA Best Practice Forum 2017 – Photo Gallery
Click on the images below to enlarge
August 09, 2017
