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.
The financial planning industry is one of the few areas of the financial services sector that's seen an uptick in jobs and wages. We speak to George McFerran of eFinancialCareers and Steven Paola of Hay Group for their tips on where job opportunities are arising and how to earn the big bucks.
Investors are demanding safe haven assets amid global market volatility - but are financial planners up to speed on fixed income? We speak to VICTOR RODRIGUEZ of Aberdeen Asset Management and MARK TODD of Fiig Securities on why fixed income is an asset class that can't be ignored.
Providing a clear value proposition can be the key to a successful practice - so how can planners add value and manage expectations? We speak to WES HALL of BT and TIM BROWN of Vow Financial for their thoughts on how financial planners can develop an offering that keeps clients happy for the long term.
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In Issue One of Wealth Professional magazine we celebrate the tireless and vital ...