Professional Planner | Inspiring Advice
WEB1 day ago — 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 …
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 ...
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.
Inside the professional year - Professional Planner
WEBSep 14, 2022 — Inside the professional year. A person training to provide financial advice must complete a professional year before they are fully qualified. To the uninitiated, the process can be a complex landscape involving 1,600 hours of structured quarter-by-quarter training under the watchful eye of a supervisor. Fourth Line chief operating officer Joel ...
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.
Professional Planner: Top ten stories for 2020
WEB3. Financial Adviser Licensee Owners List 2020. The great wealth exit by the banks has played out in the last 12 months and is now reflected in shape of the industry as many advisers have chosen to go down the self-licensed route and many more have left the industry entirely.
Podcasts - 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.
fees - Professional Planner
WEBMay 7, 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.
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 ...