2025年1月31日 · 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.

Professional 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 …

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 …

The Australian Securities and Investments Commission will outline its regulatory enforcement and oversight priorities for 2025 as they pertain to the financial advice profession, while touching on issues including breach reporting, managed accounts, self-managed super fund advice and the extension of Your Future Your Super to choice products.

4 天之前 · The Financial Advice Association Australia’s pre-budget submission has called on the government to support advice practices to take on PY advisers through a subsidy of $10,000. Other recommendations include access to an ATO portal for advisers, changing the ASIC levy and introducing ‘friend of AFCA’ and ‘friend of CSLR’ role.

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 …

2024年12月10日 · 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.

2024年9月4日 · 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.

2024年11月29日 · EWL managing partner Craig Emanuel and Colonial First State group executive for distribution Bryce Quirk join Professional Planner editor Chris Dastoor to discuss how to build a successful advice practice from the ground up and the qualities a good adviser needs.. EWL opened its doors four years ago, but the foundations were set over 30 years.

2024年3月11日 · At the Boutique Financial Planners conference, advisers agreed that fees need to be increased, but how to do so is a matter for debate. time spent, the value or the type of client are among the factors that prevent calculating the right pricing model from being a …