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
SMSFs crying out for advice by Kathleen Payne | 20/02/2013 9:13:17 AM

The need for specialist advice is increasing as SMSF retirees require more knowledge about changing their asset allocation when they hit retirement.read more

FDS knowledge "incredibly low" by Kathleen Payne | 18/02/2013 10:59:54 AM

AFA CEO Brad Fox has learnt one startling thing over the past week –adviser knowledge around fee disclosure statements is incredibly low.read more

ASIC suspects foul play by WP | 14/02/2013 11:48:21 AM

A Sydney financial planner has been temporarily restrained by the court from handling personal assets as ASIC obtains interim court orders.read more

Fraud rife in financial services sector by Kathleen Payne | 13/02/2013 4:34:49 PM

Financial services account for about 86% of all fraud losses, but how much of this is down to financial advisers?read more

Bringing accounting and planning together by WP | 13/02/2013 11:20:10 AM

An inner west Sydney accounting firm and financial planning business have announced a new joint venture, as demand for one-stop-shops increase.read more

Put policies online for greater client takeup? by WP | 13/02/2013 10:54:27 AM

Would placing insurance policies online – including the fine print – make your work easier?read more