When Treasury confirmed that family trust tax rules would remain unchanged — at least for now — it offered a rare moment of stability in an otherwise shifting policy environment. Appearing on Sky News on 16 October, Minister for Financial Services Daniel Mulino stated that “there’s no plans to look at anything other than the…

Professional Planner recently highlighted a growing challenge for retirees and their advisers: the “fear of running out” (FORO). Unlike the well-known “fear of missing out,” FORO strikes at a far more serious anxiety. It leaves retirees reluctant to spend their hard-earned superannuation, even when their financial position is more than sufficient to support the lifestyle…

Professional Planner recently covered an important discussion from the Netwealth Accelerate Summit: how financial advisers can better engage the next generation of high-net-worth (HNW) clients. It’s an issue that strikes at the heart of business sustainability in wealth management. As the article noted, only around 14 per cent of advisers in the United States retain…

The financial planning landscape is witnessing unprecedented growth ambitions, with major licensees like Insignia setting bold revenue targets that demand strategic thinking about operational capacity. Insignia’s recent announcement of targeting $1.1-1.3 million in revenue per adviser by 2030, alongside serving 125-140 clients per adviser, highlights a critical challenge facing the industry: how do you scale…

Why AI Can’t Replace Human Financial Planners – And How Mutual Plans Bridges the Gap The rise of artificial intelligence has disrupted industries across the board, and financial services is no exception. From ChatGPT to Google’s Gemini, AI chatbots are increasingly being used by consumers seeking quick financial advice. While this trend presents opportunities for…