WP TV

WP TV brings you closer to the industry's most influential leaders and thinkers. Click on the videos below to watch the interviews:

Showing 1 - 9 of 21
  • Visual estate planning tool increases engagement Visual estate planning tool increases engagement (views 27860)

    On this week’s Wealth Professional TV, Hans Egger, founder and creator of the Astute Wheel explains how new software will help engage clients with the importance of the estate planning process.

  • Estate planning not just for the wealthy Estate planning not just for the wealthy (views 23759)

    Peter Townsend of Townsends Business and Corporate Lawyers tells Wealth Professional why and how advisers should be helping all their clients with their estate planning.

  • Best practice will help to keep best advice promise Best practice will help to keep best advice promise (views 11311)

    Dan Powell of Actuate Advice Solutions says that cracking the best practice puzzle will help advisers better fulfil their clients' needs.

  • FPA Congress looks 'beyond FOFA' FPA Congress looks 'beyond FOFA' (views 12376)

    This Thursday and Friday saw the inaugural Financial Planners Association of Australia Congress at Sydney's Convention Centre, bring together delegates from all over the country. Wealth Professional took the chance to speak with CEO, Mark Rantall, who believes strongly in the importance of events like this.

  • AQUA II dividing opinion AQUA II dividing opinion (views 13109)

    The Australian Securities Exchange's new AQUA II platform has received a mixed reception from financial institutions. On this week's Wealth Professional TV we speak to Matt Lawler of Yellow Brick Road and Connie McKeage of OneVue for their opinions.

  • Businesses urged to be vigilant against employee fraud Businesses urged to be vigilant against employee fraud (views 11151)

    Concerns were raised last week that many businesses are leaving themselves open to the potential of employees behaving fraudulently, with potentially very costly implications. On this week’s Wealth Professional TV we speak to Leo Tutt of William Buck and Joanna Bird of ASIC for their advice.

  • DIY investors need not worry advisers DIY investors need not worry advisers (views 8418)

    The self-directed market has been attracting increasing concern but should advisers really be worried? On this week’s Wealth Professional TV we speak to OneVue’s Connie McKeage who believes DIY investors should be seen as holding exciting opportunities instead of as a threat.

  • White Paper begins tackling underinsurance issue White Paper begins tackling underinsurance issue (views 7945)

    With the release of it's new White Paper; 'The Value of Protection', the AFA has partnered with BT to first try to understand and then ultimately address negative perceptions of the life insurance claims process. Brad Fox, AFA CEO, believes that this white paper is vital in beginning to rectify Australia's huge underinsurance problem.

  • Stay educated, stay ahead. Stay educated, stay ahead. (views 7013)

    On a busy adviser's list of priorities professional education can often fall to the bottom, however, Brian Knight of Kaplan Professional Education insists that advisers need to keep addressing gaps in their knowledge.