Professional Planner | Inspiring Advice
4 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.
Coalition promises to fix CSLR costs - Professional Planner
22 hours ago · “The government should not be using the inquiry as cover to continue its inaction on its massive CSLR cost blowouts.” Howarth will be joined by Minister for Financial Services Stephen Jones at the Professional Planner Advice Policy Summit on 10-11 February in Canberra to discuss advice reforms and the impact these policies will have on advice practices.
About Us - Professional Planner
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 …
2025 Advice Policy Summit - Professional Planner
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.
New Website - 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 …
Getting Your Business Ready for 2025 - Professional Planner
3 days ago · Consultants to the financial advice industry believe technology will driv e profitability in 2025.. M anagement consultant firm Business Health owner Rod Bertino has three items on his 2025 to-do list for clients – insights, succession and innovation.. Rod Bertino. The company is busy collating data for its 10th Future Ready Report in late February which will provide benchmarks, ratios ...
A ‘clean’ client book beats a big book - Professional Planner
Jan 9, 2025 · Forest Wealth financial planner Sam Ryma says low touch point clients might only want to catch up once a year to plan the next year.. Sam Ryma “For a book like this, with the right support, it isn’t unreasonable to say this adviser can manage 400 clients,” Ryma says adding that would include two meetings a day for 40 weeks a year. “ …
Brace yourself, 'super licensees' are coming - Professional Planner
Oct 4, 2024 · The government’s Delivering Better Financial Outcomes reforms, Insignia’s leadership transition – and the end of the era for institutional ownership of advice licensees – the Compensation Scheme of Last Resort, and troubles with industry fund Cbus dominated the most popular stories published by Professional Planner this year.
Advice is about more than just money - Professional Planner
Oct 17, 2023 · An imminent transfer of wealth. An AUSIEX report released in July suggested financial advisers should brace for the imminent transfer of wealth as the first Baby Boomers approach their statistical age of death (81.3 years for males and 85.4 years for females, according to Australian Bureau of Statistics).. Glazier said that advisers can take on a more significant role than they currently do.
The 500k gap between the best and the average
Research 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.