Professional Planner | Inspiring Advice
WEBOct 1, 2024 · AMP, Insignia’s deep history in advice always meant slower withdrawal. While the big four banks quickly departed financial advice after the Hayne royal commission, AMP and Insignia stayed to rebuild their wealth businesses to adapt to the new era of professional advice. But for these businesses to ultimately become …
Super tax amendments in hands of crossbenchers
WEB15 hours ago · Burgess tells Professional Planner the SMSF Association’s strategy is “ongoing dialogue with the Senate crossbenchers, making sure they are aware of the unintended consequences and unfair outcomes that will arise”. He says the association is informing the crossbenchers of the consequences …
Professional Education - Professional Planner
WEBShape of Advice podcast series. This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies. Enter.
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 ...
PY pros outweigh the cons, but small firms still hesitant to absorb ...
WEBOct 6, 2023 · Australia’s 15,709 financial advisers welcomed 144 new recruits to the industry since July, according to latest Wealth Data. But some small firms remain hesitant to bear the cost of hosting a professional year (PY) adviser, who must work 1600 hours and receive at least 100 hours of structured training, before they are accredited.
What it will take to bring advisers back to life
WEBAug 5, 2024 · Reform of life insurance advice over the past seven years has led to a slump in the number of financial advisers specialising in risk – bad news for advisers, insurers and consumers alike. Now, advisers, licensees and underwriters are struggling to make writing risk insurance attractive and economically viable for advisers.
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.
Retirement - Professional Planner
WEBSep 16, 2024 · Super Consumers Australia has criticised the super industry’s poor delivery of retirement calculators for members, saying many would be better off relying on the one provided by ASIC’s Moneysmart. The consumer advocacy organisation has called on the government to take responsibility and provide access to quality, independent information ...
Investment - Professional Planner
WEBSep 12, 2024 · Vanguard Australia has been fined $12.9 million for making misleading claims about the ESG screening for its Ethically Conscious Global Aggregate Bond fund. The judge in a case brought by ASIC noted that almost three-quarters of the securities in the fund by market value had not been researched or screened against ESG criteria.
New Website - Professional Planner
WEBProfessional 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.