A growing and an ageing population provides great opportunity for financial planning to engage with the public to ensure all Aussies retire well.
Passion is contagious and FPA chief executive Dante De Gori has bags of it: for the industry, for advisers, and for getting the sector closer to being a well-respected, self-regulated and highly professional one.
The onboarding of new staff members and best interest duty are currently key areas of interest for ASIC. As Dante explains, advisers need to be aware of their obligations in order to ensure compliance as the responsibility for this ultimately rests with the individual.
Do you ever wonder how much more your practice could achieve, if only you had more time to think strategically? Stepping back from day-to-day operations is difficult when you’re fully immersed in paperwork, trying to keep revenue churning, clients happy and your team fulfilled.
While advisers hear time and time again of the importance of further education, new research has found that advisers who further their education earn more across the board than their peers, writes Mark Rantall, CEO, Financial Planning Association.
The best marketing tool we have at our disposal is not an unlimited advertising budget but our existing clients telling their story to friends, family and colleagues, write FPA ceo Mark Rantall
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