Wealth Professional forum - have your say

Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Showing 361 - 370 of 826
Topic & Comments
Opinion: Advisers are getting soft by WP | 26/08/2013 11:20:07 AM

Whether it is reflective of softer times, or a lack of confidence, advisers are losing their edge when they really need to be showing their clients some tough loveread more

The pros and cons of being an AR by Jaqueline Nye | 22/08/2013 7:27:24 AM

SPAA has highlighted the up, and down, sides of being an authorised representative, as it encourages accountants to think carefully about getting a licence directly with ASICread more

Scaled advice: Clients won’t pay by Kathleen Payne | 21/08/2013 3:26:32 PM

While members are looking for more scaled and single-issue advice from their super funds, most are unwilling to pay for it, and industry funds are reaping the benefits of switching membersread more

Changing the face of advice by Kathleen Payne | 15/08/2013 9:16:11 AM

Read how one financial planning firm is building a reputation in a small rural community, where news travels fast – whether it's good or badread more