Professional Planner’s Best Practice Forum brings together financial planning practice principles who are motivated to adapt and disrupt themselves in order to navigate the strong forces of commercial and regulatory winds. Now is the time for financial planners and practice owners to be proactive and positive agents of change.
The regulator is approving licensing applications quicker than in recent months but is throwing some curly questions at aspiring licensees, particularly relating to their PI cover, experts have revealed.
The industry super fund’s head of advice challenged a room full of advisers about the way they charge their clients, fully aware that she might make a few squirm.
Getting the right professional indemnity cover for the right price is as difficult for advice businesses as it’s ever been, according to a PI expert focused on the advice and wealth industry.
