Wealth Professional forum - have your say

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Topic & Comments
Advisers overestimate Generation D by WP | 26/07/2013 5:52:28 AM

There's a new generation in the ball game, Generation D, and they're posing both a challenge and an opportunity for advisersread more

1.4 million to seek advice by Kathleen Payne | 24/07/2013 2:49:53 PM

Advisers have a huge opportunity to reach 1.4 million Australians seeking advice in the next three years, but this will require quickly adapting advice models. How can you tap into the market?read more

The five pillars of client referrals by WP | 24/07/2013 8:07:29 AM

It is possible for advisers to generate 1,200 new clients every year, simply by compounding their referrals. Here are five steps to make sure you're making the most of your client interactionsread more

Advisers rate major insurers by Kathleen Payne | 23/07/2013 2:01:02 PM

Life insurance companies are pushing to make their dealings more transparent, following disappointing satisfaction ratings from advisers read more

Australians relying on Government safety nets by Hillary Dean | 23/07/2013 12:22:31 PM

In an attempt to boost the financial literacy of Australians, the FPA has raised concerns that too many people may be relying on Government schemes that are no more than a safety netread more

Far out Friday: McDonald's financial planning prompts backlash by WP | 22/07/2013 10:02:23 AM

The fast-food giant is under fire after it published a financial planning guide for its staff, which shows that survival on their average wage is near impossibleread more