Wealth Professional forum - have your say

Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

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Topic & Comments
SMSF asset allocation unchanged since the crisis by Kathleen Payne | 26/09/2013 6:19:26 PM

For the past five years, asset allocation has stayed reasonably static for SMSFs, causing them to miss out on some big market opportunities, and to be the victims of some big market fallsread more

Australian adviser shows skills in Nepal by Kathleen Payne | 26/09/2013 9:57:47 AM

It may not be your typical volunteering, but one Australian adviser put her planning and marketing skills to good use in Nepal, and it’s had an impact on the way she views the Australian systemread more

Why the 60/40 portfolio doesn’t work by Kathleen Payne | 26/09/2013 9:43:52 AM

When it comes to portfolio construction, a simple mix of ‘defensive’ and ‘growth’ assets doesn’t work because it doesn't start with the client in mind, according to these expertsread more

Major bank loses 4% of its customers in 12 months by WP | 25/09/2013 2:58:34 PM

All of the major banks lost customers over the past year, but what's behind the trend – and what can be done to stop it?read more

What to do when it gets too much by Amy Rosenfeld | 23/09/2013 1:04:57 PM

Taking time out for yourself can sometimes seem a luxury as a business owner, but it’s high time business owners viewed it as a crucial step to success, say expertsread more