Wealth Professional forum - have your say
Wealth Professional forum is the place for positive industry
interaction and welcomes your professional and informed opinion.
Investment risk: Do your clients understand it?
26/02/2013 12:16:20 PM
High-risk and low-risk labels aren’t adequate in explaining the risks to your clients. To add value and ensure that your clients really are in a better financial position, take the time to deepen their understanding.read more
SMSFs need insuring… or do they?
21/02/2013 11:33:34 AM
Lack of insurance in the SMSF sector could provide an opportunity for planners, but take time to consider a number of factors before you start selling.read more
Planners: choose your battles wisely
20/02/2013 12:55:40 PM
Financial services businesses need to think twice before taking on ASIC in the courtroom, warns a senior lawyer. How could working with ASIC leave you better off?read more