Lisa D. Iulo
Lisa D. Iulo’s profile on The Conversation
Lisad Iulo Pennsylvania State University Registered Architect Professional Planner Accredited Professional
Source: theconversation.com
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Jua Cilliers on the need to activate our communities to be local heroes
Jua Cilliers Head of school -Built environment, faculty of Design, Architecture and BuildingUTS Read more Jua Cilliers is the current Head of the School
South Africa New South Wales South African Jua Cilliers Head Of The School Built Environment German Federal Ministry Of Education
Source: thefifthestate.com.au
Inflows surge into fixed income ETFs, latest data shows
ETFs have become the beneficiary of increased fixed income inflows as younger professional advisers prefer the simplicity and low cost of using retail exchanges.
Source: professionalplanner.com.au
Get to the point: Clear advice will win out - Professional Planner
With speculation mounting over the future of Statements of Advice, the fundamental focus won’t shift – advisers must prioritise clear advice strategies.
New South Wales Conrad Travers Financial Advice Association Financial Services Stephen Jones Advice Review Michelle Levy
Source: professionalplanner.com.au
Advisers prioritise efficiency and reliability – but are advicetech vendors delivering?
AI systems like ChatGPT and the Quality of Advice Review have dominated discourse in the advice profession, so it’s no surprise it will lead the insights Investment Trends aims to gather in its latest tech needs survey.
Sam Alaaeddin Irene Guiamatsia Adviser Business Model Hayne Royal Commission Adviser Technology Needs Financial Services Stephen Jones
Source: professionalplanner.com.au
Banned financial advisers exploiting legal loophole - Professional Planner
ASIC has responded to questions about whether its powers go far enough given that an investigation has uncovered several banned financial advisers continuing to promote themselves online.
Source: professionalplanner.com.au
Brighter Super opens door to external advisers - Professional Planner
Legacy arrangements from LGIAsuper and Energy Super impacting the ability to charge advice fees to Brighter Super members will change next month. It’s all part of an advice-led transformation process that coincides with completion of the acquisition of Suncorp’s SPSL Master Trust.
Source: professionalplanner.com.au
Show me the evidence: Why comprehensively detailing the advice strategy matters
Improved regulatory requirements have significantly lifted the standard of Statements of Advice however there are still areas of improvement according to a pair of compliance experts – particularly ways advisers should be highlighting the evidence behind the advice process.
Joel Ronchi Rhett Das Financial Ombudsman Service Professional Planner Integrity Compliance Shail Singh
Source: professionalplanner.com.au
Don't let the sun go down on me - Professional Planner
The FAAA has found over two-thirds of members back the inclusion of a sunset clause though they were evenly split over the experience pathway. For the SIAA, the motivation is much simpler – the pathway is imperative for its base.
Sarah Abood Judith Fox Hayne Royal Commission Financial Adviser Association Investment Association Financial Advisers Association
Source: professionalplanner.com.au
New look, new face to lead industry-standard licensee research
Being on the receiving end of the research as a licensee head, former GPS Wealth chief Grahame Evans knows all too well the impact of the CoreData Licensee Research has on the direction of the advice profession. He’s leading the project this year and wants to maximise the input from the planning community.
Grahame Evans Coredata Licensee Research Licensee Research Professional Planner Professional Planner Licensee Summit Data Licensee
Source: professionalplanner.com.au