Professional Planner

HNW investors trust advisers to navigate regulatory requirements

Research from Netwealth has found high-net-worth investors will rely on their trusted advisers to make financial decisions in ...
Professional Planner

World Financial Planning Day promotes value of advice in 22 countries

Now in its tenth iteration, World Financial Planning Day has focused in recent years on helping consumers protect themselves from fraud and scams, particularly online. FPSB chief executive Dante De ...
Professional Planner

HNW investors trust financial advisers to navigate regulatory requirements

Research from Netwealth has found high-net-worth investors will rely on their trusted advisers to make financial decisions in the next 12 months. Investors are also focused on protecting their ...
Professional Planner

PI insurance market ‘pretty positive’, with minimal Shield, First Guardian impact

The collapse of the Shield and First Guardian master funds has had minimal impact on the professional indemnity insurance ...
Professional Planner

APRA expects proposed reforms to hit platforms hardest

APRA has proposed requiring super trustees to limit members' exposure to high-risk investment options as part of a package ...
Professional Planner

CALI life code response backs half of Kell’s recommendations

The Council of Australian Life Insurers (CALI) has released its formal response to 85 recommendations included in a review of ...
Professional Planner

The adviser’s guide to investment megatrends

Professional Planner, in partnership with Global X, has put together a guide to help advisers discern between megatrends and ...
Professional Planner

How a small green ‘tick’ is driving retirement solution improvements

Only eight of 45 super funds received a “tick” designation from the Epic Retirement Institute in its latest assessment of retirement offerings, but the research firm that carries them out says the ...