2025年1月31日 · 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.

2 天之前 · The Financial Advice Association Australia’s pre-budget submission has called on the government to support advice practices to take on PY advisers through a subsidy of $10,000. Other recommendations include access to an ATO portal for advisers, changing the ASIC levy and introducing ‘friend of AFCA’ and ‘friend of CSLR’ role.

3 天之前 · Almost a quarter of members are changing funds when retiring with financial advice being the key driver. The data, presented by CoreData to a room full of the most influential super fund chairs, highlighted the need to better facilitate relationships with external advisers to retain high balance members or lose out completely.

1 天前 · Mason tells Professional Planner one crucial way to incentivise and stimulate growth in risk advice is to adapt the remuneration models to fit both new and old insurance advice businesses as the current structure is preventing growth in the industry. “For firms like ours, big established advice businesses with big enforcement, big trial books, the current remuneration structure works well ...

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.

2025年1月10日 · While the perceived freedom of self-licensing has benefits, the advantages of being part of a larger licensee will be foregone. This includes the bargaining power larger licensees have with third party providers, the cultural fits of responsible managers, transfer deed conditions when switching licensee, and the patience required to deal with a regulator.

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 …

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 …

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 …

2024年3月11日 · At the Boutique Financial Planners conference, advisers agreed that fees need to be increased, but how to do so is a matter for debate. time spent, the value or the type of client are among the factors that prevent calculating the right pricing model from being a …