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professionalplanner.com.au
2 天
‘Industrial scale’: Telemarketer-to-advice pipeline haunting ASIC
The regulator has linked telemarketers using high-pressure sales tactics to refer potential clients to advisers to rollover ...
professionalplanner.com.au
2 天
Swan fends off Bragg offensive over Cbus governance
Wayne Swan, former Labor treasurer turned chair of embattled profit-to-member fund Cbus, has staunchly defended the ...
professionalplanner.com.au
2 天
Take Trump at his word: Foreign Minister Wong
Australian investors and business should not be surprised if and when US president-elect Donald Trump enacts sweeping changes ...
professionalplanner.com.au
4 天
Labor, Coalition make election pitches to advice profession
Shadow Assistant Treasurer Luke Howarth has pledged that cutting red tape in financial advice would be among the “number one ...
professionalplanner.com.au
2 天
Building a successful advice practice
EWL managing partner Craig Emanuel and Colonial First State group executive for distribution Bryce Quirk join Professional ...
professionalplanner.com.au
3 天
Practices should get same access to new class of advisers: FAAA
The Financial Advice Association says the new class of adviser should be a “level playing field” whereby advice practices are ...
professionalplanner.com.au
3 天
No need to wait for Canberra for advice process, documentation simplification
There are things advisers can do right now to reduce the size and complexity of Statements of Advice, improve advice and ...
professionalplanner.com.au
5 天
Advisers lacking individual brand identity
Social media and ‘finfluencers’ have demonstrated that establishing a distinctive brand attracts clients and builds personal ...
professionalplanner.com.au
4 天
‘But for’ what? Advisers funding clients’ opportunity costs through CSLR
The Financial Advice Association has called out a glaring issue in the AFCA determination process which allows compensation ...
professionalplanner.com.au
2 天
First Sentier Investors makes senior commercial appointments
First Sentier Investors has appointed its global head of distribution and marketing, Harry Moore, to the newly created role of chief commercial officer. His current position will be filled by Lauren ...
professionalplanner.com.au
6 天
Negative media coverage leads to Cbus outflows
Data from ProductRex has highlighted the impact negative media coverage is having on troubled industry fund Cbus which is ...
professionalplanner.com.au
10 天
The million-dollar question for advice professionalism
While there has been strong conjecture over whether financial advice has earned the right to label itself a profession, it’s ...
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