Wealth Professional forum - have your say

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Topic & Comments
SoA myths debunked by Kathleen Payne | 14/10/2013 10:15:48 AM

According to some compliance professionals, the best interest duty will make even more work for advisers when it comes to their SOAs. One expert has his sayread more

Solutions for retiree clients in a DC world by Jaqueline Nye | 9/10/2013 12:33:13 PM

Australia has been a trail blazer in adopting a DC system, but turning DC benefits into adequate and sustainable retirement incomes is still a big problemread more

From risk advisers to health gurus by Kathleen Payne | 8/10/2013 5:36:28 PM

Smokers are increasingly putting themselves and their families at risk, accounting for less than 8% of the insured population, and advisers are the key to changeread more

Planners need to push asset protection by Kathleen Payne | 5/10/2013 4:04:13 AM

Managing and protecting assets is an essential part of the financial planning process, and clients need to be reminded to review their investment structure more regularlyread more

Lisa Claes: Advisers need to innovate by Amy Rosenfeld | 4/10/2013 11:51:53 AM

Business Women's Awards nominee Lisa Claes explains why planners focused on driving new business are missing out on opportunities right under their noseread more

Advisers anonymous: How to report dodgy dealings by Mackenzie McCarty | 3/10/2013 10:59:26 AM

As one planner recently found out, people may find themselves between a rock and a hard place when reporting suspicious conduct. Do you know how to take action while keeping your name out of it?read more

Former director faces up to 65 years’ imprisonment by Jaqueline Nye | 3/10/2013 10:57:50 AM

The sole director of Sonray Capital Markets has pleaded guilty to seven criminal charges, which could bring a sentence of up to 65 years’ imprisonment. How likely is he to serve jail time?read more

Wealthy Australians looking for simple advice by Kathleen Payne | 3/10/2013 10:29:21 AM

Australia’s millionaire population is growing fast and it could be good news for advisers, but do these wealthy clients have trust in the system?read more