Letters to the editor
January 2019
Editorial
View all
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
View all
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.
Analysis

The end of institutionally-owned advice (as we know it)

AMP, CBA, IOOF and NAB MLC’s disclosures provide more detail regarding the go-forward advice strategies of the country’s largest institutions, offering the best view yet of what the new advice world might look like.
Analysis

MLC Wealth’s Geoff Lloyd steps out from the shadows 

In his first sit-down interview since taking the top job at MLC Wealth, former Perpetual CEO Geoff Lloyd describes his vision for what will be the benchmark post-royal commission bank wealth spinoff. 
Contributors
View all

Tahn Sharpe is a Sydney-based financial services journalist with a background in financial planning. He writes on advice, superannuation, investment, banking and insurance issues, is a certified SMSF Adviser and holds an Advanced Diploma of Financial Planning.
354Articles

Smith is the editor of Professional Planner’s print and digital platforms. He is an experienced financial journalist, editor and multimedia producer who has held senior editorial positions both in mainstream press and trade media.
143Articles
Zenith Rating Hub
View all

Sponsored content