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
Have your say: DIY finance sites by WP | 30/05/2013 10:07:47 AM

DIY finance and insurance sites are becoming increasingly popular, but are they likely to take your business?read more

Concentration vs. diversification by Jaqueline Nye | 30/05/2013 7:56:46 AM

Highly concentrated portfolios have been proven to outperform diversified portfolios, according to new research. But there’s one major flaw in their findingsread more

How to measure your value by Kathleen Payne | 28/05/2013 10:55:05 AM

There’s no doubt that you’re giving clients value, but can you measure it by tangible outcomes such as investment returns, or are you able to rely on emotional measures to quantify your fees?read more

ASIC appeals ‘unfair’ Macquarie settlement by WP | 27/05/2013 5:06:52 PM

An $82.5 million settlement between former Storm Financial clients and Macquarie Bank Limited is being appealed by ASIC, who says the deal isn’t fair to 70% of class action membersread more