Wealth Professional forum - have your say

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Topic & Comments
History damaging advisers' future by Kathleen Payne | 11/09/2013 2:07:43 PM

The advice profession has come a long way in the past 30 years, but if they can’t show this to other professionals then they could put their future at riskread more

Going the extra mile to up sales by WP | 10/09/2013 3:11:10 PM

One small insurance practice has taken ‘going the extra mile’ to a whole new length, and while its process may seem rather costly or time consuming, it is certainly paying offread more

PI increases unjustified by Kathleen Payne | 10/09/2013 12:21:08 PM

Instead of weeding out rogue traders, insurance professionals think FoFA will drive up PI costs. One planning firm has already experienced this nasty side effect and says it doesn’t make senseread more

ASIC steps in over firm's SMSF advice by | 5/09/2013 5:45:22 PM

An AFSL will change the advice it’s providing to clients, following ASIC concerns that SMSFs are being set up inappropriately without sufficiently tailored adviceread more

Industry fund fees blindside clients by WP | 5/09/2013 9:43:48 AM

Clients might be getting swindled by paying for extra administration fees that don’t have to be disclosed in industry funds’ product dashboardsread more

Firm delves into property advice by Hillary Dean | 5/09/2013 9:40:51 AM

A boutique planning firm has become the first to gain professional indemnity cover to provide credit and property investment advice as well as financial planning servicesread more