Editorial
Financial advice in the year 2024
We’re not predicting flying cars and robots, but there will be new expectations for financial advice standards. Professional Planner editor Matthew Smith writes.
Analysis
The beginning of the end for SOAs?
ASIC's latest report on disclosure reflects the significant shift in regulators and policy makers' thinking on how risks and conflicts should be communicated.
Analysis
The advice industry’s policy paradox
The government wants a more professional advice industry and has a mandate to pass new regulations but it needs to be cautious not to make the cost of giving advice too preclusive.
Analysis
Blueprint: A new model for advice
Advice is less about increasing a client's wealth and more about helping individuals or families achieving what really matters to them. Simon Hoyle outlines a new blueprint for what the future advice client and business model might look like.
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