Professional Planner | Inspiring Advice
WEBSep 16, 2024 · The professionalisation of financial advice has been a painful journey but practitioners and firms are starting to reap the rewards of technology-enabled client experience and practice efficiency, says Netwealth CEO Matt Heine. He told the Netwealth Accelerate Summit on Thursday that innovation has finally taken centre-stage in …
Staff – and client – training essential for successful change ...
WEB1 day ago · Staff – and client – training essential for successful change management. To pull off a successful and smooth transition from one technological solution to another, not only do team members need adequate training but so do clients, a panel has heard. At the Ignite conference, hosted by HUB24-owned SMSF administration provider Class, BBB ...
About Us - Professional Planner
WEBProfessional 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 continues to help advisers learn how to ...
Professional Education - Professional Planner
WEBShape of Advice podcast series. 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. Enter.
Events Calendar - Professional Planner
WEBThe 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.
New Website - Professional Planner
WEBProfessional 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.
On Practice - Professional Planner
WEBSep 12, 2024 · Only a fraction of advice practices are making significant use of AI, but the exponential growth of its capabilities means practices will potentially miss out on an all-star team member if they are not integrating the technology into their processes, the Netwealth Accelerate Summit has heard. Chris Dastoor September 16, 2024.
How Striver believes it can add 5000 new entrants to advice
WEB4 days ago · This new mission to introduce 5000 entrants to the advice profession is intended to combat the shortage of new advisers as the number of Australians seeking advice is expected to increase. “The plan is to work with other financial services institutions through insurance, super, investments, industry, funds [and] technology,” Barr says.
Size matters in the war for advice talent - Professional Planner
WEBSep 29, 2021 · As such the industry’s capacity to help more people and capture growth opportunities is constrained. While comedians commonly make fun of accountants, auditors and actuaries, the joke is on us because in 2019, 38,000 Australians enrolled in accounting programs and over 9,000 graduated from university, TAFE or private training organisation.
Kaplan eyes paraplanning qualification to boost adviser pipeline
WEBAug 22, 2022 · The Advanced Diploma in Paraplanning has been created for both existing and new paraplanners, giving those a pathway into the financial advice industry. Kaplan chief executive Brian Knight tells Professional Planner the education provider met with licensees and advice practitioners to build the course. “It was built with a lot of input ...
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