Professional Planner | Inspiring Advice
WEB3 days ago · Insignia’s advice profit overshadowed by $185m group loss. Insignia says its advice division has reached profitability despite the overall group announcing heavy one-off losses that were foreshadowed last month. CEO Scott Hartley tells Professional Planner cost reductions have driven improvements for advice. Chris Dastoor August 22, 2024.
‘Death by data’: To improve your practice efficiency, sort out your ...
WEB14 hours ago · Improving the productivity and efficiency of your practice boils down to the quality and structure of data, as heard at a panel discussion. At the Ignite conference in Sydney, HUB24 director of strategic development Jason Entwistle, an industry veteran in the development of adviser platforms, emphasised the importance of data quality and the effect it can have on productivity.
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 ...
Super sector’s dirty little secret of minimum pension applications
WEB14 hours ago · Analysis by The Conexus Institute* and Super Consumers Australia suggests there are at least 40 funds that insist on a minimum account balance of at least $10,000 to apply for an account-based pension. Four funds – AustralianSuper, HESTA, Fiducian and Russell Investments iQ Retirement – …
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.
On Practice - Professional Planner
WEBSep 12, 2024 · The delicate art of conducting change management. Businesses frequently need to review providers to make sure they’re getting the best quality service at an appropriate cost. But in cases like customer relationship management software, transitioning to a new system is complicated and requires unique considerations. Chris Dastoor August 28, 2024.
Kyle Brown: Building an advice practice down south
WEBKyle Brown: Building an advice practice down south. Even back in school, Kyle Brown admits he was gravitating towards big numbers. His passion lies in people, small business and finance, which led him to see the potential for a career in financial planning, so he set out in that direction. Based in Hobart where he graduated from the University ...
When articulating value results in referrals - Professional Planner
WEB2 days ago · One of the biggest lessons learned in advice for Merideon Wealth Strategies managing director Mark Rattigan has been that articulating value to clients will mitigate any concerns about the cost of advice – so much so that justifying fee rises inadvertently boosted referrals because clients better understood the …
Size matters in the war for advice talent - Professional Planner
WEBSep 29, 2021 · A small practice with $500,000 in annual turnover and a principal taking home $200,000 per year does not have the capacity to hire a junior on $65,000 per annum and spend time mentoring them. As a general rule of thumb, advisers have to bill at least double their salary, in this case $130,000, for a business to recover the cost of overheads ...
‘Unfinished business’: Jones survives reshuffle, re-commits to …
WEBJul 29, 2024 · Stephen Jones was reconfirmed as Minister for Financial Services in the Albanese government on Sunday, surviving a reshuffle by the Prime Minister that came shortly after he re-committed to his multi-year project to reform financial advice. In a wide-ranging and exclusive interview for the new season of …