Professional Planner | Inspiring Advice
WEB5 days ago · Insignia’s advice profit overshadowed by $185m group loss. Insignia says its advice division has reached profitability despite the overall group announcing heavy one-off losses that were foreshadowed last month. CEO Scott Hartley tells Professional Planner cost reductions have driven improvements for advice. Chris Dastoor August 22, 2024.
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 ...
How Striver believes it can add 5000 new entrants to advice
WEB1 day 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.
‘Death by data’: To improve your practice efficiency, sort out your ...
WEB2 days ago · Improving the productivity and efficiency of your practice boils down to the quality and structure of data, as heard at a panel discussion. At the Ignite conference in Sydney, HUB24 director of strategic development Jason Entwistle, an industry veteran in the development of adviser platforms, emphasised the importance of data quality and the effect it can have on productivity.
'Advisers are ready for this': Time to focus on the retirement ...
WEBMar 2, 2021 · And while Australia’s superannuation industry has embraced the accumulation phase, Clifford said there is a need for advisers to begin specialising in retirement itself. “The vast majority of financial advisers seem ready to get back to business after two years of just surviving,” Clifford said. Focus on retirement.
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.
When articulating value results in referrals - Professional Planner
WEB4 days ago · One of the biggest lessons learned in advice for Merideon Wealth Strategies managing director Mark Rattigan has been that articulating value to clients will mitigate any concerns about the cost of advice – so much so that justifying fee rises inadvertently boosted referrals because clients better understood the …
On Practice - Professional Planner
WEBSep 12, 2024 · The delicate art of conducting change management. Businesses frequently need to review providers to make sure they’re getting the best quality service at an appropriate cost. But in cases like customer relationship management software, transitioning to a new system is complicated and requires unique considerations. Chris Dastoor August 28, 2024.
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.
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.