Professional Planner | Inspiring Advice
2 days ago · The Coalition’s bill to replace Statements of Advice will give crucial red tape relief the advice community has begged the government the last few years for, bill co-author Bert van Manen tells Professional Planner. While the opposition’s legislation attempts to seize on the slow advice reform process, the government is still backing in its ...
ASIC final FY24 levy sees slight reduction - Professional Planner
1 day ago · The ASIC levy for FY24 will be $2691 per adviser, plus the $1500 flat rate per licensee, $187 lower than what the regulator earlier projected. ASIC announced an ASIC levy estimate of $2878 in July, which was in-line with FY23’s final levy. A year ago, after the ASIC levy freeze had ended, the regulator initially projected a $3217 per-adviser ...
New class of adviser risks new era of vertical integration
1 day ago · Recent proposals stemming from Michelle Levy’s Quality of Advice Review have ignited a fierce debate within the advice profession. At the heart of the controversy is the concept of creating a new class of adviser (NCA) who, under the proposed model, would provide personal advice without the rigorous qualifications and standards that currently ...
Pluralsight loss ‘humbling’, says AustralianSuper
1 day ago · Mega fund AustralianSuper said it is still feeling the pain from its very public loss in US software company Pluralsight, and even with $341 billion of assets under management, a $1.1 billion write-down is still too big a chunk of money to let go easily. But at the Fiduciary Investors Symposium, the fund’s senior private equity portfolio manager Robert Schnittger, said …
Events Calendar - Professional Planner
Nov 14, 2024 · Licensee Summit. The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice. Email to register now. Learn More. 1 - 2 December, 2025.
2024 Licensee Summit - Professional Planner
Jul 1, 2024 · Stop sharing passwords and lose unnecessary software. Advice firms and licensees should quit sharing passwords and declutter unnecessary software to help improve cybersecurity, the Professional Planner Licensee Summit has heard. Chris Dastoor July 3, 2024. 2024 Licensee Summit. Simon Hoyle July 2, 2024.
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 ...
On Practice - Professional Planner
Oct 24, 2024 · Treasury AI review little cause for concern for advisers. A profession-wide, cautious approach to compliance means the overall advice ecosystem should be ahead of the curve if the government modifies consumer law to further support the safe and responsible use of AI by businesses. Beata Kuczynska October 24, 2024. Industry.
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 …
The price is right: Advisers reveal how they calculate fees
Mar 11, 2024 · A survey of the 60-odd financial planners who attended the Boutique Financial Planners conference held in Hobart last week revealed that one of the most important challenges they faced was pricing and value proposition. So, the topic was thrown open to conference delegates to discuss. Advisers consider the costs involved in running an advice ...