People

2017: The year talk became action

Tuesday, 19 December 2017

From the launch of a new standards body to the intrigue of a royal commission, the pace of professionalism quickened this year – and Professional Planner is evolving to keep up.

Even in the festive season, advisers are rarely client-free

Monday, 18 December 2017
Financial planners are more than willing to take ample vacation around this time of year, but they’re less amenable to turning off their phones.

What clients say they value most is something AI can’t provide

Wednesday, 13 December 2017
A recent survey of investors found that, no matter what the demographic, peace of mind is what people hope to get from a financial planner.

An experienced hand reaches out to offer more

Tuesday, 12 December 2017
Ash McAuliffe’s 17 years in financial planning have led him to do more than just reflect on why more people don’t seek advice. He’s launched a holistic firm to address the problem.

    Have your say

    Will most financial planning services be automated in 10 years?
    Vote Now