Wealth Professional forum - have your say

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

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Topic & Comments
Succession on top of advisers’ minds by Kathleen Payne | 18/03/2013 11:34:56 AM

Advisers need to think up to 10 years in advance to ensure a smooth transition and to transfer not only wealth, but knowledge to younger advisersread more

Increased engagement in industry funds by WP | 15/03/2013 1:16:21 PM

Industry funds are enjoying active, loyal members and an increased interest in planning seminars despite on-going changes to superread more

Are industry funds right for your clients? by Kathleen Payne | 15/03/2013 11:41:38 AM

New research shows retirees think their SMSFs will become a burden in their old age and will look to switch to an industry fund. But should you be encouraging them to do this? read more

Small planning firms speak up by Kathleen Payne | 14/03/2013 10:47:54 AM

Financial planning businesses who feel they’re being unfairly treated by new regulations will get the chance to raise their concerns with key industry figures and attempt to change financial services policiesread more

Engaged clients, more referrals by Kathleen Payne | 11/03/2013 12:41:21 PM

It makes sense that if a client is engaged then they’re more likely to refer, but what is engagement and how do you achieve it?read more

What to expect from your dealer group by Kathleen Payne | 11/03/2013 11:47:57 AM

As industry consolidation increases, dealer groups up their ante to attract your business. Here are some of the perks you should expect from a dealer groupread more

WEEKLY WRAP: PEOPLE, PRODUCTS AND COMPANIES: MLC enhances insurance offer by WP | 8/03/2013 2:47:56 PM

Plus: TAL appoints new Chief Information Officer; ASFA rallies employers to give Aussie women sixty minutes to sort out their super; PhillipCapital launches global Forex service; and more read more