Wealth Professional forum - have your say

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Topic & Comments
Risky business: Retiree portfolios need upheaval by Kathleen Payne | 30/10/2013 10:17:12 AM

Advisers using traditional, low risk strategies for retired clients need to drastically shift their thinkingread more

ASIC gets serious with jail time by WP | 25/10/2013 3:33:57 PM

A former Bell Potter adviser has had his sentence revoked, and will be paying a harsher penalty with jail time insteadread more

The next trap for SMSFs by WP | 24/10/2013 5:25:18 PM

ASIC and the Department of Social Services have highlighted yet another way that spruikers are trying to target SMSF investors. Make sure your clients don’t get caught in the trapread more

Advisers a barrier for new insurers by Kathleen Payne | 23/10/2013 5:02:20 PM

Competition within the life insurance sector is being stifled, and it's not just because of current industry players, as advisers prove to be an obstacle read more

Personal statements: High risk by Kathleen Payne | 23/10/2013 4:46:10 PM

Are you helping your client complete their personal statement, or coaching them through the process? If so, you could be putting your PI cover at riskread more