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| | | ... metaverse. "I'm an optimist when it comes to technology, and I think that it enabling us to do more as financial planners has two major advantages," she said. "Firstly, it removes friction from the process." There are so many issues there that tech ... |
| | | | According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In ... |
| | | | ... of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela Martin and Profile Financial managing director Phillip Win, sharing difficulties ... |
| | | | ... just about financial assets either, he noted. "Other advice I would give is, in my experience, the very best financial planners don't just think about savings - that's only part of the issue," he said. "Wealth and health are being tied together because ... |
| | | | ... being down but let's not forget that new entrants are joining our profession as well," she said. "Trust in financial planners is increasing from a low point of 35% in the wake of the Royal Commission to almost 50%." Abood also pointed to the willingness ... |
| | | | ... FPA strongly believe there are substantial benefits to members from a merger, providing a united voice for financial planners and advisers." FPA chief executive Sarah Abood said: "We are determined that a merged association would honour the heritage ... |
| | | | ... critical to understanding how long retirement income needs to last. "The main metric quoted by the media and financial planners to determine retirees' possible planning horizons is average life expectancy. In other words, an estimated lifespan based ... |
| | | | ... changes to business models, and adviser numbers within large AFSLs. "These factors have caused a number of financial planners to leave the profession," the FPA said. "This is also reflected by an approximate 14.4% reduction in financial advisers listed ... |
| | | | ... signifies PAC's intentions to aggressively grow its diversified business as it looks for additional independent financial planners to partner with and this acquisition solidifies our offering in the space." |
| | | | ... this period," the FPA said. "Simply providing an exemption at this point, given the 43% drop in authorised financial planners to date and post the exam compliance cut off, will fail to attract exited financial advisers back, nor will it remove the regulatory ... |
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