Professional Planner | Inspiring Advice
WEB6 days ago · The professionalisation of financial advice has been a painful journey but practitioners and firms are starting to reap the rewards of technology-enabled client experience and practice efficiency, says Netwealth CEO Matt Heine. He told the Netwealth Accelerate Summit on Thursday that innovation has finally taken centre-stage in …
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 ...
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.
How Striver believes it can add 5000 new entrants to advice
WEB1 day ago · This new mission to introduce 5000 entrants to the advice profession is intended to combat the shortage of new advisers as the number of Australians seeking advice is expected to increase. “The plan is to work with other financial services institutions through insurance, super, investments, industry, funds [and] technology,” Barr says.
On Practice - Professional Planner
WEBSep 12, 2024 · Only a fraction of advice practices are making significant use of AI, but the exponential growth of its capabilities means practices will potentially miss out on an all-star team member if they are not integrating the technology into their processes, the Netwealth Accelerate Summit has heard. Chris Dastoor September 16, 2024.
Inside the professional year - Professional Planner
WEBSep 14, 2022 · Inside the professional year. A person training to provide financial advice must complete a professional year before they are fully qualified. To the uninitiated, the process can be a complex landscape involving 1,600 hours of structured quarter-by-quarter training under the watchful eye of a supervisor. Fourth Line chief operating officer Joel ...
New Website - 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.
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.
Tarnished, but iconic: AMP Advice looks to the future
WEBJul 27, 2021 · For 170 years AMP Advice has been linked to a “tied agency force”, he continued. That link was “always there”, but now the group is intent on moving to an “aligned advice force” in line with the industry’s growth towards a professional model. That’s where the new suite of reforms come in. “Removing some of these things like ...
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 …