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
MDA winners: Independents or institutions? by Kathleen Payne | 14/05/2013 8:52:50 AM

MDAs are becoming increasingly popular as they benefit client and adviser alike, but some people in the sector will miss out if ASIC’s proposed regulations are made law. Are you in the MDA game?read more

Opinion: No one cares about compliance by WP | 13/05/2013 3:42:03 PM

The advice sector in Australia is becoming increasingly regulated, but this financial adviser coach says 'nobody that matters cares about compliance'read more

Have your say on Government’s super charter by WP | 13/05/2013 3:31:29 PM

Now’s your chance to speak up on the future of super. The Government and Minister Shorten are calling for your views on the new superannuation charter and the council of superannuation custodiansread more

Cormann to boost voice of the independents by Kathleen Payne | 13/05/2013 8:45:42 AM

It’s been on the cards since March 2012, and now the AIOFP has secured the backing of Senator Mathias Cormann for its new Committee. Here are the four changes to the sector that Cormann has agreed will help the independentsread more

Shorten's response to Trio report slammed by Kathleen Payne | 11/05/2013 12:39:51 PM

The Government has responded to the PJC report into Trio Capital, calling for stricter requirements on your PI insurance. The response hasn’t been hailed by everyone thoughread more

What women really want in an adviser by WP | 7/05/2013 3:11:50 PM

When working with married couples, you need to pay as much attention to the wives as you do the husbands, or you could find yourself losing clientsread more