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professionalplanner.com.au
3 天
$50 million settlement concludes OnePath class action
Following the Hayne royal commission, Insignia-owned OnePath found themselves in the centre of a class action lawsuit, ...
professionalplanner.com.au
4 天
Licensees should be taking leadership on AI
Licensees must take the reins and help guide advice practices with the implementation of AI. Appointing a full-time expert to ...
professionalplanner.com.au
3 天
The past, present and future of managed accounts
CFS executive director for managed accounts Francy Taylor and IMAP chair Toby Potter join Professional Planner editor Chris ...
professionalplanner.com.au
4 天
UK mulls the dos and do nots of superannuation
As UK pension reform picks up steam, British policymakers and funds have embarked on fact-finding missions to understand the ...
professionalplanner.com.au
3 天
Brace yourself, ‘super licensees’ are coming
It’s time to ditch the licensee moniker because it fails to capture the importance and value of the broad services and ...
professionalplanner.com.au
5 天
Quantum computing makes trusted advice even more important
The emerging field of quantum computing will help financial advisers more accurately predict how long someone’s retirement ...
professionalplanner.com.au
5 天
Amid affordability row, clients say advice worth the cost
As the government battles to lower the cost of financial advice by reducing red tape via the Delivering Better Financial ...
professionalplanner.com.au
4 天
Lack of informed client consent for AI usage creates code conundrum
With third-party AI systems involved in recording client conversations and handling client data, it is essential that ...
professionalplanner.com.au
12 天
Vanguard fined $12.9m for poor screening of ESG fund
Vanguard Australia has been fined $12.9 million for making misleading claims about the ESG screening for its Ethically ...
professionalplanner.com.au
10 天
Retirement calculators not so money smart
Super Consumers Australia has criticised the super industry’s poor delivery of retirement calculators for members, saying ...
professionalplanner.com.au
11 天
‘An important step forward’: ATO determination recognises advice as a profession
In a win for the profession, the Australian Taxation Office has expanded the scope for what financial advice fees are ...
professionalplanner.com.au
6 天
Oaktree deal values Barrett’s AZ NGA at $700m
Famed US investor Oaktree Capital has committed $240 million in capital to AZ NGA, the advice and accounting aggregation ...
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