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Count Financial appoints board member | Money Management - Vimarsana News

Count Financial appoints board member | Money Management

Count Financial has appointed Adrian Hondros to the board as Bruce Foy retires, bringing 35 years of corporate and financial planning experience to the role.

Professional Planner retro: The ten biggest stories ten years ago - Vimarsana News

Professional Planner retro: The ten biggest stories ten years ago

Looking back through the Professional Planner archives, it’s striking to note how many of the same themes present themselves; the quest for professionalism, fee models and the compliance burden were issues as vexing then as they remain today. The industry has come a long way since 2010, however. Technology took a giant leap with the advent of managed accounts and full-service platforms, but lagged in the area of client relationship management; has Xplan really changed? More importantly, the FoFA reforms, the education mandate and the ongoing rollout of reforms stemming from the Hayne Royal ...