Wealth Professional forum - have your say

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Topic & Comments
Major bank culls staff by Jaqueline Nye | 13/08/2013 3:21:21 AM

One of the big four has reportedly laid off 50 staff from its wealth management arm in the past few weeks. Are more banks likely to follow suit?read more

Accountants target their platform by Kathleen Payne | 9/08/2013 11:07:46 AM

NTAA Advice has selected the platform that they will use in their push to help accountants transition to advice. What section of the market are they chasing?read more

How planners can create better BDMs by WP | 7/08/2013 11:32:51 AM

Business development manager Peter Marshall explains why planners play a crucial part in making BDMs work for them.read more

Super freeze already thawed by Kathleen Payne | 6/08/2013 2:45:09 PM

There are two things wrong with the Government’s plan to snatch another $582 million from the savings of existing and potential clients...read more

Pro-bono work uncovers advice shortfall by Kathleen Payne | 6/08/2013 2:35:33 PM

Advising cancer patients can be tough and emotional work, but for one adviser it has highlighted how important advice work is, and one big deficit in the industryread more