Professional Planner | Inspiring Advice
WEB3 days ago — Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation.
Brace yourself, ‘super licensees’ are coming - Professional Planner
WEBIt’s time to ditch the licensee moniker because it fails to capture the importance and value of the broad services and solutions they increasingly provide, AZ NGA’s Paul Barrett …
About Us - Professional Planner
WEBProfessional Planner is the leading publication for financial planners who are committed to raising the industry’s standards of behaviour and competence while striving to achieve professional status.. As the industry moves towards adopting professional standards, spearheaded by the Financial Adviser Standards and Ethics Authority, Professional Planner continues to help advisers learn how to ...
On the money: Clients see advice being worth the cost
WEB4 days ago — Nine out of 10 advised clients believe the benefits of financial advice outweigh the costs, the Value of Advice Index has found. The index, produced by the Financial Advice Association and presented at a media briefing on Wednesday morning in Sydney, found the benefits of advice included improved personal wellbeing, greater confidence in people’s finances as well as a reduction in both ...
'Advisers are ready for this': Time to focus on the retirement ...
WEBMar 2, 2021 — Providing quality outcomes for Australians in retirement requires more coordinated thinking and a collective push for a retirement advice framework to become mainstream. With a greater sense of urgency, a group of influencers in wealth management bring their next-level thinking to the table.
After 175 years, AMP bids emotional farewell to advice
WEBAug 8, 2024 — Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation.
Inside the professional year - Professional Planner
WEBSep 14, 2022 — A person training to provide financial advice must complete a professional year before they are fully qualified. To the uninitiated, the process can be a complex landscape involving 1,600 hours of structured quarter-by-quarter training under the watchful eye of a supervisor.
On Practice - Professional Planner
WEBSep 23, 2024 — Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation.
Investment - Professional Planner
WEBSep 12, 2024 — Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation.
The 500k gap between the best and the average
WEBResearch by Iress has identified a $550,000 profit margin gap between the “average” and the “best” advice practices. The Advice 2030: The Big Shift report, published in collaboration with Deloitte, found “high performing” businesses have a 15 percentage point higher profit margin than the “average” practice, which equates to $549,646 more annual profit.