Professional Planner | Inspiring Advice
3 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.
Arguing the moral case for boosting advice productivity
17 hours 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.
FAAA calls for stronger aged care regulations
18 hours ago · The Financial Advice Association has called for stronger regulations to ensure only licensed professionals can provide aged care advice. In a submission on the Aged Care Bill, the association wrote to express its support for a consultation paper from Aged Care Steps which noted the “worrying trend” of unlicensed and unregulated businesses being able to …
Professional Education - Professional Planner
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.
Professional Planner: Top ten stories in 2021
The stories that delivered for Professional Planner readers fit a similar profile to most years, with industry news, regulatory and compliance breakdowns and issue-focussed analysis top of mind for advisers. Here are the top ten for 2021.
Investment - Professional Planner
Sep 25, 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.
The 500k gap between the best and the average
Research by Iress has identified a $550,000 profit margin gap between the “average” and the “best” advice practices. The Advice 2030: The Big Shift report, published in collaboration with Deloitte, found “high performing” businesses have a 15 percentage point higher profit margin than the “average” practice, which equates to $549,646 more annual profit.
The most profitable advice firms surge ahead of the pack
Feb 22, 2022 · The data was gathered from over 230 independent advice practices. Advisers need to be wary of evolving client needs. In a webcast covering the report, Bertino said while clients remained loyal and valued the relationship they have with their adviser, their advice needs are changing relatively quickly.
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 …
Professional Planner contributions: Top ten opinion pieces for 2020
In a series of columns for Professional Planner, the AZ NGA CEO highlights the importance of practice wage bills as an indicator of value, the beauty of curves and what the data really means.“Wages are a proxy for size and at the smaller end of the scale, businesses struggle to leverage their fixed cost base effectively,” he says.