Professional Planner | Inspiring Advice
WEBSep 16, 2024 · The professionalisation of financial advice has been a painful journey but practitioners and firms are starting to reap the rewards of technology-enabled client experience and practice efficiency, says Netwealth CEO Matt Heine. He told the Netwealth Accelerate Summit on Thursday that innovation has finally taken centre-stage in …
Breaking free from the top end of town - Professional Planner
WEB12 hours ago · Unlike the big four banks who abruptly left advice after the Hayne royal commission, AMP and Insignia Financial (then IOOF) had stronger lineages in the sector. Now Insignia’s self-employed advice arm has shapeshifted to Rhombus Advisory, while AMP is on a similarly new journey. Whereat and Lawler discuss the advantages of …
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 ...
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.
On Practice - Professional Planner
WEBSep 12, 2024 · Only a fraction of advice practices are making significant use of AI, but the exponential growth of its capabilities means practices will potentially miss out on an all-star team member if they are not integrating the technology into their processes, the Netwealth Accelerate Summit has heard. Chris Dastoor September 16, 2024.
How Striver believes it can add 5000 new entrants to advice
WEB3 days ago · Striver has given itself the lofty goal of adding 5000 new entrants into the financial advice profession over the next 10 years. Ahead of the advice recruiter’s Brimstone event in Sydney on Monday, Striver founder Alisdair Barr tells Professional Planner this can be done using multiple avenues, namely university students and support staff in all areas of the financial services industry.
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.
Podcasts - 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.
World-class retirement system won’t happen by accident
WEBAug 16, 2024 · As regulators continue to heap pressure on super funds to “quicken the pace” of efforts to help members transition to retirement, the Conexus Retirement Conference concluded that the funds making most progress are those taking the task most seriously. The launch of a new media title aims to assist the goal of building the world’s best decumulation system.
Kaplan eyes paraplanning qualification to boost adviser pipeline
WEBAug 22, 2022 · The Advanced Diploma in Paraplanning has been created for both existing and new paraplanners, giving those a pathway into the financial advice industry. Kaplan chief executive Brian Knight tells Professional Planner the education provider met with licensees and advice practitioners to build the course. “It was built with a lot of input ...