WP TV

WP TV brings you closer to the industry's most influential leaders and thinkers. Click on the videos below to watch the interviews:

Showing 10 - 18 of 70

Summer Series: How to create the perfect partnership

Referral relationships are the key to your success in business - so what's the best way to establish a commercial partnership?  We speak to Fiona Mackenzie of Macquarie Practice Consulting for her advice on developing referral relationships.

 

  • Businesses urged to be vigilant against employee fraud Businesses urged to be vigilant against employee fraud (views 3923)

    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.

  • DIY investors need not worry advisers DIY investors need not worry advisers (views 2714)

    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.

  • White Paper begins tackling underinsurance issue White Paper begins tackling underinsurance issue (views 3292)

    With the release of it's new White Paper; 'The Value of Protection', the AFA has partnered with BT to first try to understand and then ultimately address negative perceptions of the life insurance claims process. Brad Fox, AFA CEO, believes that this white paper is vital in beginning to rectify Australia's huge underinsurance problem.

  • Stay educated, stay ahead. Stay educated, stay ahead. (views 2618)

    On a busy adviser's list of priorities professional education can often fall to the bottom, however, Brian Knight of Kaplan Professional Education insists that advisers need to keep addressing gaps in their knowledge.

  • Specialisation, education and technology key to year ahead Specialisation, education and technology key to year ahead (views 2544)

    As the end of the financial year fast approaches, advisers must look ahead to what changes and improvements can be made in the coming year. On this weeks' Wealth Professional TV we catch up with Ben Kingsley of Empower Wealth and Graeme Colley of SPAA for their insights into things to come.

  • Growing need to attract more female advisers Growing need to attract more female advisers (views 3373)

    Discussion around the gender imbalance in financial services is a mainstay on the agenda. However, with a growing number of women in the space, many believe the industry should be doing more to attract female advisers.

  • Convergence of financial service roles to be seen as an opportunity Convergence of financial service roles to be seen as an opportunity (views 3239)

    Financial services in 2013 is seeing the broking and planning professions increasingly converge. This week Wealth Professional caught up with Mark Woolnough of ING Direct for his insights into how this convergence can produce opportunities for planners.

  • Budget 2013-14: What advisers need to know Budget 2013-14: What advisers need to know (views 3476)

    The 2013-14 Budget was announced by Treasurer Wayne Swan on Tuesday night, and as the dust settles for another year, there are mixed feelings on just how financial services will be affected.

  • ASIC warns advisers to be vigilant in SMSF advice ASIC warns advisers to be vigilant in SMSF advice (views 4358)

    A report released by ASIC in April reaffirmed the regulator’s commitment to ensuring advisers offer quality SMSF advice to investors. Graeme Colley from the SMSF Professionals Association of Australia agrees that advisers must be diligent in the quality of advice when advising clients to establish their own fund.