Wealth Professional forum - have your say

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Topic & Comments
Investment risk: Do your clients understand it? by Kathleen Payne | 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

Avoid under-charging for your financial advice by Kathleen Payne | 26/02/2013 11:50:09 AM

Some planners might be so worried about scaring off clients that they’re not charging enough for their services. A clear pricing model is key. read more

Planners: choose your battles wisely by | 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