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
PI increases unjustified by Kathleen Payne | 10/09/2013 12:21:08 PM

Instead of weeding out rogue traders, insurance professionals think FoFA will drive up PI costs. One planning firm has already experienced this nasty side effect and says it doesn’t make senseread more

ASIC steps in over firm's SMSF advice by | 5/09/2013 5:45:22 PM

An AFSL will change the advice it’s providing to clients, following ASIC concerns that SMSFs are being set up inappropriately without sufficiently tailored adviceread more

Industry fund fees blindside clients by WP | 5/09/2013 9:43:48 AM

Clients might be getting swindled by paying for extra administration fees that don’t have to be disclosed in industry funds’ product dashboardsread more

Firm delves into property advice by Hillary Dean | 5/09/2013 9:40:51 AM

A boutique planning firm has become the first to gain professional indemnity cover to provide credit and property investment advice as well as financial planning servicesread more

Small planning firms finally matter by Jaqueline Nye | 4/09/2013 1:15:28 PM

With one week to go in the Federal election, smaller practices are being recognised for their voting power and wooed frantically. What can you gain from the election?read more