Professional Planner | Inspiring Advice
3 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 ...
Balancing value for fees in active ETFs - Professional Planner
19 hours ago · Macquarie says that its two active ETFs offer “an innovative fee structure”, including a “cost-effective management fee” and a performance fee which only applies when the fund beats the index. According to MAM, this approach aligns the interests of the investment manager and the investors, with the innovative pricing reflecting the firm ...
New class of adviser risks new era of vertical integration
2 days 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
2 days 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
19 hours ago · 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.
Investment - Professional Planner
Nov 1, 2024 · US election pivotal but experts warn against catastrophising. Just days out from the 2024 US presidential election, the two major candidates both have multiple pathways to success and in an incredibly tight race such as this, any slight shift in voter sentiment could significantly tip the scale. Leading academics dissect the political dynamics ...
On Practice - Professional Planner
Oct 24, 2024 · Fair Work case highlights the risks with offshoring. A recent Fair Work Commission case has shown that businesses will still be required to meet Australian employment law, even when using offshore talent. The ruling shows that it is essential for advice practices to do proper due diligence off outsourcing systems, whether it’s by using third ...
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 ...
Podcasts - 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 …
'Advisers are ready for this': Time to focus on the retirement ...
Mar 2, 2021 · And while Australia’s superannuation industry has embraced the accumulation phase, Clifford said there is a need for advisers to begin specialising in retirement itself. “The vast majority of financial advisers seem ready to get back to business after two years of just surviving,” Clifford said. Focus on retirement.