News

  • The secret of his success 15/10/2013

    One successful advice business owner has opened up about how he boosted his business by reading the newspaper. His story offers plenty for other advisers to learn from read more

  • Twitter tips from the co-creator 15/10/2013

    Still unsure how to use Twitter to really benefit your business? Who better to learn from than the co-creator himself, Dom Sagolla. He provides planners with some tips, and some warnings read more

  • Sinodinos all for insurance commissions 14/10/2013

    In his first public address as Assistant Treasurer, Arthur Sinodinos has weighed in on the commissions debate, pointing to the UK as a lesson to be learnt. How was his speech received by the industry? read more

  • AFA and MLC make wishes come true 14/10/2013

    The advice community got out and about in the wider community to make some wishes come true for two lucky young girls read more

  • How to handle difficult conversations 14/10/2013

    As the first point of contact, advisers face the challenge of keeping clients happy while often having difficult conversations. Here are four steps to help you handle those tough discussions read more

  • FPA posts million-dollar surplus 11/10/2013

    Planners 'voting with their feet' help to boost the Financial Planning Association's surplus for the financial year as it eyes up future growth read more

  • SoA myths debunked 11/10/2013

    According to some compliance professionals, the best interest duty will make even more work for advisers when it comes to their SOAs. One expert has his say read more

  • Comment of the Week goes to.... 11/10/2013

    At Wealth Professional we love a bit of healthy debate, especially when it spans across oceans. Check out this week's international comment of the week read more

  • WEEKLY WRAP: New mobile app for setting up SMSFs 11/10/2013

    Plus: LSG appoints new board member | William Buck makes key appointments | PMP latest corporate to access corporate bond market | 90 West Asset Management exceeds $250 million FUM | and more read more

  • Grandfathering: Boutique licensees better off 10/10/2013

    M & A specialists say that there are ways to stop grandfathering provisions affecting your business value, but it’s the smaller AFSLs that have the advantage read more