News

  • Pay advisers daily 16/08/2013

    The recent decision that will prevent AFS advisers receiving more than $1 million is a matter “of grave concern” according to one dealer group who has a possible solution read more

  • Choosing clients to boost your cashflow 16/08/2013

    No one wants a planner who doesn’t know how to make money or make a profit, and the best way to do that is by working with the right clients, according to one industry expert read more

  • Comment of the Week goes to.... 16/08/2013

    At Wealth Professional, we love a bit of healthy discussion, which is why we're going to be honouring our favourite comment each week with a lofty new title read more

  • WEEKLY WRAP: People, Products and Companies 16/08/2013

    Macquarie's Consolidator Series achieves milestone | Mortgage Choice awarded CBA partnership award | Two BetaShares ETFs get 'recommended' ratings | Bravura secures five-year agreement and more read more

  • AMP announces new CEO with results 15/08/2013

    Planner numbers continue to grow for AMP, but they will be reporting to a new CEO next year, as Craig Dunn announces his retirement effective 1 January, 2014 read more

  • Changing the face of advice 15/08/2013

    Read how one financial planning firm is building a reputation in a small rural community, where news travels fast – whether it's good or bad read more

  • ATO targets SMSFs 15/08/2013

    SMSF clients moving to pension phase need to be wary of the ATO's gaze when shifting about their assets. Here's how you can help them avoid the Tax Office's wrath read more

  • Policy reviews under the spotlight 14/08/2013

    More collaboration is being called for in the life industry after advisers question who is ultimately responsible for lapsing policies read more

  • Five ways to stand out from competition 14/08/2013

    Financial advice is a field that very few customers understand well and setting yourself apart in that context can be tricky. Here's five ways you can ensure consumers think of you first read more

  • APRA sets sights on Trio director 14/08/2013

    The regulator is seeking the disqualification of a former Trio Capital director, which would add to the 11 directors that have already entered enforceable undertakings read more