Industry

Professional Planner: Top five event moments of 2020

As always, the success of our events has been due to not only the hard work and talent of our events team, but the willingness of our delegates, speakers and sponsors to get involved and make a positive contribution.
Opinion

Professional Planner contributions: Top ten opinion pieces for 2020

These articles provide both readers and the editorial team with a high-level analytical lens with which to view the industry and our coverage of the issues and events that define advice. We've collated the five best opinion pieces that have been published on the site in 2020, in no particular order.
Contributors

Professional Planner feedback: Top ten letters for 2020

In what was a memorable year for financial advice and the world at large, Professional Planner received a record amount of feedback from industry stakeholders. We've hand selected ten of the best letters from our readers in 2020 below.
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Industry
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Industry

Professional Planner: Top ten stories for 2020

There were some surprises in our most read list this year, and some stories that panned out exactly as we thought they would. As always, most of the stories that mattered for our audience were the ones that affected the way advisers go about their business. 
Industry

The great reset: An industry emerges from crisis

Unprecedented quickly became the description de jure for what was happening all around between March and May this year as superannuation was drawn on, funds were tested and central banks through everything including the kitchen sink at the problem - Professional Planner reflects on the year that was.
Industry

M&A is not a democratic state

Democracy may be alive and well in Joe Biden’s America but there’s no room for democratic principles like equality when it comes to mergers and acquisitions. Success requires a dominant home-base to take control, AZ NGA's Paul Barrett writes. 
Top Comments

“Here we go again, more unnecessary regulation. Claims advocacy does not necessarily need to be done by a financial adviser when no financial advice as a result of the claim process is required.”

Chris Todd

Chris Todd Financial Services in Mount Barker, SA

Exam pass rate slips to 79 pc

25 May 2020

“It’s very simple. Either intrafund advisers must seek signed bi-ennial (or annual) opt-in fee notices from fund members to receive their salaries (& bonuses) OR the alternative is to remove opt-ins for all retail advisers, once informed consent to charge a set ongoing fee has been put in place with the client. ”

Steve Blizard

Roxburgh Securities in Guildford, WA

Industry funds’ advice plans have not progressed

29 May 2020

“I think the FPA is on the money here. This is an essential move for financial planning to become a legally recognised profession under professional standards legislation.”

Tom Reddacliff

Encore Advisory Group in Sydney, NSW

Code monitoring to be superseded by bigger plan

3 June 2020

Investment
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Investment

Clients taking closer look at fund performance metrics

Investors across the spectrum are becoming more savvy about the different risk and return metrics that fund performance is measured by. Fundies need to make sure they have their performance analysis in order, especially if they want to show their idiosyncratic value to full effect.
Investment

Why bad news, or no news, from researchers is good medicine

Negative fund ratings, or even an acknowledgement that a fund hasn't been rated, can still be of benefit to research houses and fund managers. Smart fund managers will use – and dissect – any information from researchers they can get their hands on.
Investment

The unchartered waters of a low-growth world

There is no indication that bond yields are coming back any time soon, a panel has heard. If anything, Japan’s interest rate journey should be a warning to expect more artificially managed interest rates at the expense of true prices in the future. 
Education
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Education

FASEA’s Glenfield: 10,000 qualified advisers a ‘strong’ story

Past the halfway point in its exam transition program, the authority’s CEO says its time to acknowledge what the uplift in professionalism means to consumers. “I had faith in the outcome of this,” Stephen Glenfield tells Professional Planner.
Education

Harry Baker, the professional year pioneer

As the first to make it through FASEA’s 1600-hour training mandate for new advisers, Harry Baker represents a glimmer of hope for an industry that is desperate to attract a new generation of participants.
Education

Remember that thing called the Code of Ethics?

The industry must be fully on board with the clear intentions of the code. Instead of complaining about its 'uncertainties', practitioners should recognise that it is deliberately not a technically prescriptive compliance-style laundry list, Robert MC Brown writes.
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