Robin Powell

 

 

 

 

 

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

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Are planners cooling on technology?

Financial planners are cooling slightly on the idea of technology as the silver bullet for the industry’s challenges as the coronavirus cris

Relief for Aussie planners

The Australian financial planning industry, facing a mass exodus of planners, has received some rare good news with the federal parliament extending a deadline for advisers to meet more stringent educational requirements. Parliament in June extended the timeframe for planners to complete now mandatory tertiary education and examination by another 12 months. With an estimated 16,000 advisers yet to sit the exam, the extension is seen likely to slow the exodus from the industry. New deadline of 1 January 2022 The enhanced professional standards regime arose from revelations of poor practices in the financial services sector. It requires new planners to hold an approved degree before being allo

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