A damning new ASIC report into death benefit claims handling in superannuation lays bare the scale of the problem and the ...
While criticism over the replacement of Statements of Advice with Client Advice Records circulates, there is industry support ...
A half-decade experience with the Pro Bono Financial Advice Network helped financial planner Nicola Beswick navigate the challenges of starting her own advice firm from scratch. Beswick, who has ...
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 ...
Facing criticism from the advice community over the wording of the first round of draft legislation for Tranche 2 of the ...
The latest AI innovations have been instrumental in improving potential investor outcomes, but it has come with plenty of ...
Despite talk of how artificial intelligence will revolutionise the financial advice industry through increased efficiency, ...
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 ...
The cost of advice is the catalyst that ends almost half of client relationships according to new research. Almost a third of ...
Advice businesses are on a transformative journey to reduce their cost to serve, expand their capacity and boost ...
The five fastest-growing platforms – led by Netwealth and HUB24 – are dominating competitive super fund inflows which has ...
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