Wealth Professional forum - have your say

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Topic & Comments
Policy reviews under the spotlight by Kathleen Payne | 14/08/2013 9:53:15 AM

More collaboration is being called for in the life industry after advisers question who is ultimately responsible for lapsing policiesread more

Are advisers being put out of a job? by WP | 13/08/2013 7:21:12 PM

The rise of DIY investors could signal the fall of advisers, but one industry expert says that it merely provides another avenue where advisers can show their expertiseread more

How clients can add $100,000 to super by WP | 13/08/2013 5:12:49 PM

An industry super fund has come up with a way to add around $100,000 to a client’s retirement nest egg. Could this help your clients reach the comfortable retirement they want?read more

Planning firms leave fraud door wide open by WP | 13/08/2013 10:08:22 AM

Whether it’s a lack of understanding or putting too much trust in their employees, practice owners are failing to identify and rectify weaknesses in their processesread more

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