WP TV brings you closer to the industry's most influential
leaders and thinkers. Click on the videos below to watch the interviews:
On this week’s Wealth Professional TV, Hans Egger, founder and creator of the Astute Wheel explains how new software will help engage clients with the importance of the estate planning process.
On this week’s Wealth Professional TV, Graeme Colley of SPAA discusses their upcoming National Conference and the year ahead for the SMSF sector.
As the industry spotlight moves on to adviser education, the AFA teams up with education partner Kaplan Professional to release refreshed postgraduate options for advisers, creating a clearer continued education path.
Peter Townsend of Townsends Business and Corporate Lawyers tells Wealth Professional why and how advisers should be helping all their clients with their estate planning.
Dan Powell of Actuate Advice Solutions says that cracking the best practice puzzle will help advisers better fulfil their clients' needs.
This Thursday and Friday saw the inaugural Financial Planners Association of Australia Congress at Sydney's Convention Centre, bring together delegates from all over the country.
Wealth Professional took the chance to speak with CEO, Mark Rantall, who believes strongly in the importance of events like this.
The Australian Securities Exchange's new AQUA II platform has received a mixed reception from financial institutions. On this week's Wealth Professional TV we speak to Matt Lawler of Yellow Brick Road and Connie McKeage of OneVue for their opinions.
Concerns were raised last week that many businesses are leaving themselves open to the potential of employees behaving fraudulently, with potentially very costly implications. On this week’s Wealth Professional TV we speak to Leo Tutt of William Buck and Joanna Bird of ASIC for their advice.
The self-directed market has been attracting increasing concern but should advisers really be worried?
On this week’s Wealth Professional TV we speak to OneVue’s Connie McKeage who believes DIY investors should be seen as holding exciting opportunities instead of as a threat.
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