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
Thousands stung by BoQ's $58m oversight by WP | 23/10/2013 10:18:36 AM

Approximately 46,000 people have been affected by errors at Bank of Queensland, including underpaid interest and overcharged fees costing up to $58 million. Make sure your clients haven’t been affectedread more

Advisers opt for retail over SMSFs by Kathleen Payne | 18/10/2013 12:28:17 PM

Despite SMSFs outperforming retail funds in terms of member satisfaction, one researcher says that advisers are still directing clients towards the retail sector, and could be failing in their fiduciary dutyread more

Comment of the Week goes to.... by WP | 18/10/2013 12:18:24 PM

At Wealth Professional we love a bit of healthy discussion, and we also love action. This week's comment of the week involves a bit of bothread more

FPA reaches out to industry super by WP | 16/10/2013 9:44:57 AM

A landmark agreement between the FPA and an industry super fund means that members may start seeing referral action from the fundsread more

The secret of his success by Kathleen Payne | 15/10/2013 6:38:07 PM

One successful advice business owner has opened up about how he boosted his business by reading the newspaper. His story offers plenty for other advisers to learn fromread more

Old school investing to avoid disaster by Kathleen Payne | 15/10/2013 1:51:02 PM

This manager has learnt that when it comes to global investments, having feet on the ground is far more beneficial than sitting behind a desk with a high speed internet connectionread more