Wealth Professional forum - have your say

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Topic & Comments
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

Life insurance in the fast lane by Jaqueline Nye | 2/10/2013 1:04:17 PM

Advisers have signalled a hard time getting life insurance cover for clients with alternative hobbies. Here are a few tips from those that have gone through the processread more

How to lower your PI premiums by Kathleen Payne | 2/10/2013 10:54:22 AM

The idea that running your own license is more expensive, is “nonsense”. Here’s how one dealer group halved their PI premiums and excessesread more

Insurance pay-out takes 712 days by Kathleen Payne | 2/10/2013 9:19:50 AM

A simple pro-bono case turned into a two-year fight for one adviser, but his resilience shows just how important an adviser’s role can be for clientsread more