Wealth Professional forum - have your say

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Topic & Comments
Australian adviser shows skills in Nepal by Kathleen Payne | 26/09/2013 9:57:47 AM

It may not be your typical volunteering, but one Australian adviser put her planning and marketing skills to good use in Nepal, and it’s had an impact on the way she views the Australian systemread more

Why the 60/40 portfolio doesn’t work by Kathleen Payne | 26/09/2013 9:43:52 AM

When it comes to portfolio construction, a simple mix of ‘defensive’ and ‘growth’ assets doesn’t work because it doesn't start with the client in mind, according to these expertsread more

Major bank loses 4% of its customers in 12 months by WP | 25/09/2013 2:58:34 PM

All of the major banks lost customers over the past year, but what's behind the trend – and what can be done to stop it?read more

What to do when it gets too much by Amy Rosenfeld | 23/09/2013 1:04:57 PM

Taking time out for yourself can sometimes seem a luxury as a business owner, but it’s high time business owners viewed it as a crucial step to success, say expertsread more

Best practice winners announced by WP | 23/09/2013 9:39:15 AM

The FPA has announced the winners of this year's Best Practice Awards. See who it considers "the best of the best"read more