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.
Understanding and managing longevity risk - Professional Planner
1 day ago · The challenge of retirement planning is to effectively manage finite resources to last an unknown amount of time, Stephen Huppert writes. Product providers are trying to tackle this conundrum, but ultimately these will need to be flexible to suit the needs of individuals.
Funds urged to get Retirement Income Covenant fundamentals right
However, a review last year reveals that there is room for improvement. The industry watchdogs explored how 16 super trustees have worked to improve retirement outcomes, uncovering a need for trustees to focus more on understanding member needs, designing a fit-for-purpose solution and overseeing a strategy implementation.
What advisers want (from their licensees) - Professional Planner
Aug 20, 2024 · You can satisfy some advisers all of the time, and all advisers some of the time. But the latest CoreData research suggests Count has pulled off the feat of satisfying almost all of its advisers all of the time. It’s done this while integrating two acquisitions and managing three distinct communities of advisers under the one roof.
Building an attractive industry for the next generation of advisers
Jul 24, 2023 · The Professional Year obligation presents an opportunity to attract new talent to the advice profession. It’s also the perfect way for new advisers to access practical experience, mentoring opportunities and build relationships with clients, writes CFS distribution group executive Bryce Quirk.
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.
Breaking free from the top end of town - Professional Planner
Sep 23, 2024 · AMP group executive for advice Matt Lawler and Rhombus Advisory CEO Darren Whereat join Conexus Financial editor-at-large Simon Hoyle to discuss the evolution of their licensees as both groups transition from institutional ownership to becoming standalone professional service partners, and how this benefits clients as well as their advisers.
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.
What it will take to bring advisers back to life
Aug 5, 2024 · Reform of life insurance advice over the past seven years has led to a slump in the number of financial advisers specialising in risk – bad news for advisers, insurers and consumers alike. Now, advisers, licensees and underwriters are struggling to make writing risk insurance attractive and economically viable for advisers.