Wealth Professional forum - have your say

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Topic & Comments
The secret of his success by Kathleen Payne | 15/10/2013 6:38:07 PM

One successful advice business owner has opened up about how he boosted his business by reading the newspaper. His story offers plenty for other advisers to learn fromread more

Old school investing to avoid disaster by Kathleen Payne | 15/10/2013 1:51:02 PM

This manager has learnt that when it comes to global investments, having feet on the ground is far more beneficial than sitting behind a desk with a high speed internet connectionread more

SoA myths debunked by Kathleen Payne | 14/10/2013 10:15:48 AM

According to some compliance professionals, the best interest duty will make even more work for advisers when it comes to their SOAs. One expert has his sayread more

Solutions for retiree clients in a DC world by Jaqueline Nye | 9/10/2013 12:33:13 PM

Australia has been a trail blazer in adopting a DC system, but turning DC benefits into adequate and sustainable retirement incomes is still a big problemread more

From risk advisers to health gurus by Kathleen Payne | 8/10/2013 5:36:28 PM

Smokers are increasingly putting themselves and their families at risk, accounting for less than 8% of the insured population, and advisers are the key to changeread more

Planners need to push asset protection by Kathleen Payne | 5/10/2013 4:04:13 AM

Managing and protecting assets is an essential part of the financial planning process, and clients need to be reminded to review their investment structure more regularlyread more