Wealth Professional forum - have your say

Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

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Topic & Comments
FOFA driving planners into broking by Amy Rosenfeld | 9/01/2014 3:12:30 PM

Mounting regulation and tightening margins have pushed a growing number of financial planners to move into brokingread more

​Five minutes with…Christine Hornery, FMS Group by WP | 8/01/2014 10:08:25 AM

Wealth Professional talks to FMS Group director Christine Hornery on altering people's perception of financial planners, poor parliamentary etiquette and why Dame Helen Mirren inspires herread more

What will the Aussie dollar do this year? by WP | 7/01/2014 3:15:06 PM

What are financial experts predicting the Aussie dollar will do for 2014 and why? PIMCO's Robert Mead gives financial advisers his opinion – and it's not particularly optimisticread more

Barry Lambert: why I sold Count by WP | 6/01/2014 3:30:31 PM

How do you know when it’s time to sell your practice? Barry Lambert explains why he sold Count to CBA.read more

​SMSF company hit with hefty fine by Calida Smylie | 20/12/2013 4:15:50 PM

An SMSF company has paid a $10,200 penalty for potentially misleading consumers into thinking it used ‘ASIC approved’ financial products read more

CFA criticism unwarranted, say industry heads by Calida Smylie | 20/12/2013 11:13:01 AM

Australian chartered financial analysts have said shoddy financial adviser ethics top their list of concerns for the coming year. Financial adviser heads hit back at these claims as uninformedread more