Failure is not an option: planners need to get involved
Financial planners have an ethical and social responsibility not to be passive bystanders as dissatisfaction with politicians, governments, banks and the finance industry grows. Robert MC Brown explains
August 01, 2016
CFP or not CFP? The pen may not be mightier than the sword
Confusion abounds around new education standards for financial planners, with different requirements for existing and future advisers. Simon Hoyle writes it’s going to be a long rest of the year.
July 29, 2016
Special report: Brexit a victory for democracy however you look at it
What are the consequences of the Brexit vote for investors with a long-term horizon? Less than what they might seem, writes Stephen Kotkin. But upheaval may be likely all the same.
July 28, 2016
Best planning advice: build your ark before the flood
Nathan Bell shares his “battle plan” for financial planners, in which he advises: “Build, protect what you’ve got, stay flexible, stick to your plan and prepare.”
July 28, 2016
24 HOURS: A day in the life of … Priority1 Wealth Management
Professional Planner goes to metropolitan Melbourne for our series focusing on the day-to-day activities of leading financial planning businesses across Australia.
July 28, 2016
The road to professionalism never did run smooth
Although still not a profession, financial planning has come a long way. Ben Power writes about what delegates can expect at the upcoming IFAAA symposium, scheduled for October.
July 27, 2016
ASIC’s is a tough job, but somebody has to do it
Simon Swanson says ASIC has huge responsibility – not helped by an industry riddled with historical issues – and needs support for it to keep up the good work.
July 27, 2016
Creating sustainability and a focus on value for consumers
Superannuation has had a lot of attention recently - not all of it good. Colin Tate spoke at the FSC 2016 Leaders Summit about creating a system that is both workable and fair.
July 27, 2016
The financial advice soldier challenging the apathy of Australians
This planner believes all the bad apples have left or are going to leave the industry, and the good apples are the “advice soldiers” who have stuck around. Jo Leggatt writes.
July 25, 2016
Knowing why you’re in business is your ticket to success
The most successful businesses operating in Australia today such as Google, Harvey Norman and Atlassian have one crucial element in common: they know why they exist. Anthony O’Brien writes.
July 25, 2016
A wrong call on an association could leave you out in the cold
A call to resign association memberships may be misguided because later this year you could find yourself on the wrong side of the law – and out of business. Simon Hoyle writes.
July 22, 2016
FPA chief takes financial planners on a tour of the new regulatory landscape
FPA chief executive officer Dante De Gori sets out the main features of the financial planning regulatory landscape following the re-election of the Turnbull government.
July 21, 2016
