WP TV brings you closer to the industry's most influential
leaders and thinkers. Click on the videos below to watch the interviews:
The FSC's proposed churning policy has ignited a furore among financial planners who say it unfairly targets honest advisers. We speak to NSW AFA Director Marc Bineham and Sulieman Ravell of Funds Focus for their thoughts on the controversial proposal.
A growing number of industry commentators say the days of the all-round financial planner are numbered, amid predictions market conditions will change rapidly. We speak to Sean Graham of Mills Oakley Lawyers and Terry Slattery of DFK Laurence Varnay for their thoughts on why specialisation will be the key to success in the future.
The Australian stock market is likely to remain in volatile territory over the coming months - but there are some tried and true ways to ensure good returns on your investment. Wealth Professional's Donna Sawyer speaks to Kate Howitt of Fidelity for her top tips on what makes the ideal stock.
As mortgage brokers join the herd of other professions looking to migrate into financial planning - advisers have nothing to fear. We speak to Greg Cook of Eureka Financial Group and Ian Bailey of Bailey Roberts Group for their tips on how to stand out in the crowd.
Superannuation and industry funds have seen a massive rise in advice given over the phone in the past year - does it signal a trend towards scaled advice? We speak to Pauline Vamos of ASFA and Simon Swanson of ClearView Wealth for their thoughts on the changing needs of clients.
Financial planners say the key to wealth is a diversified portfolio - but clients are nervous about allocating money to offshore markets. We speak to Fiducian financial adviser Geoff Wilbow and senior analyst Jai Singh for their thoughts on foreign investment.
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In Issue One of Wealth Professional magazine we celebrate the tireless and vital ...