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
Far out Friday: Using Feng Shui to build productivity and reduce stress by Mackenzie McCarty | 8/03/2013 12:51:49 PM

Many people's perception of Feng Shui involves hippie-types dangling crystals - but evidence shows the art form could be useful in your office spaceread more

Conflicted remunerations – know where you stand by Kathleen Payne | 5/03/2013 11:17:41 AM

ASIC has released guidance to explain what benefits will be banned under new conflicted remunerations provisions and how they will be regulated. read more

Key things to consider before merging practices by WP | 1/03/2013 9:58:18 AM

If you're thinking of merging practices in response to legislative change, you’ll need to ask yourself these questions first in order to avoid trouble down the line.read more

Investment risk: Do your clients understand it? by Kathleen Payne | 26/02/2013 12:16:20 PM

High-risk and low-risk labels aren’t adequate in explaining the risks to your clients. To add value and ensure that your clients really are in a better financial position, take the time to deepen their understanding.read more

Avoid under-charging for your financial advice by Kathleen Payne | 26/02/2013 11:50:09 AM

Some planners might be so worried about scaring off clients that they’re not charging enough for their services. A clear pricing model is key. read more