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.
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.
Productivity: The next frontier for advice - Professional Planner
A decrease in adviser numbers and a growing demand for advice has industry leaders saying the advice profession has an obligation to boost productivity. A roundtable hosted by Professional Planner has heard how the best-performing practices are leading the way to find efficiencies.
Subscriptions - 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 …
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 …
Subscribe to 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 …
A ‘clean’ book size beats a large book size - Professional Planner
22 hours ago · Ways to increase client book size : Systematise everything: Efficient workflows are the backbone of handling a high client load without sacrificing quality. Delegate strategically: Empower admin and support staff to take ownership of tasks that don’t require adviser expertise. Invest in partnerships: External compliance and strategy …
Amid affordability row, clients say advice worth the cost
Oct 2, 2024 · Nine out of 10 advised clients believe the benefits of financial advice outweigh the costs, the Value of Advice Index has found. The index, produced by the Financial Advice Association and presented at a media briefing on Wednesday morning in Sydney, found the benefits of advice included improved personal wellbeing, greater confidence in people’s finances as well as a reduction in both ...
Advice - Professional Planner
Dec 10, 2024 · 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.