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
Advisory group of the year announced by WP | 21/01/2013 11:44:23 AM

CoreData has announced its advisory group for the year 2012. Who took out the top spot and who was close behind?read more

FSU criticises NAB proposal by Kathleen Payne | 15/01/2013 12:48:56 PM

The FSU has criticised NAB's proposed changes to their customer services model, which have now been postponed till February. NAB explain why the model will work for clients and planners.read more

Court decision sets precedent by Kathleen Payne | 14/01/2013 12:42:57 PM

A case from the NSW Court of Appeal highlights the stance judges will be taking when it comes to providing financial advice. What do you need to watch out for?read more