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professionalplanner.com.au
3 小时
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
11 小时
Practices should get same access to new class of advisers: FAAA
The Financial Advice Association says it will be supportive of the new class of adviser if the advice profession has the same ...
professionalplanner.com.au
1 天
FSC survey: fund managers still struggle to attract women in investment teams
The Financial Services Council (FSC) has released the results of its 2024 Women in Investment Management Survey, conducted by Storniolo Consulting.
professionalplanner.com.au
1 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
1 天
AustralianSuper appoints three in international equities team
AustralianSuper has hired three senior investment professionals in its international equities team, all based in the fund's London office.
professionalplanner.com.au
1 天
Labor, Coalition make election pitches to advice profession
Minister for Financial Services Stephen Jones and his shadow, Luke Howarth, have laid out their respective election pitches ...
professionalplanner.com.au
3 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
2 天
Advisers lacking individual brand identity
Advice businesses should work to establish an individual brand identity to attract the right clients and reassure current ...
professionalplanner.com.au
2 天
Superannuation assets hit $4 trillion mark
Total superannuation assets have surpassed the $4 trillion mark at the end of September, according to new quarterly data released by APRA.
professionalplanner.com.au
3 天
Why outsourcing is on ASIC’s agenda this year
ASIC is set to review how advice businesses protect client data and manage offshore service providers. Nathan Jacobsen, CEO ...
professionalplanner.com.au
8 天
The best advice practices produce SOAs in almost half the time
The best advice practices can produce Statements of Advice almost 50 per cent faster than their peers, but to implement ...
professionalplanner.com.au
7 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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