Wealth Professional forum - have your say

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Topic & Comments
Financial planning or couples therapy? by | 5/02/2013 11:16:37 AM

A newly launched campaign highlights the need for financial planners to hold meetings with both partners in a relationship. Are you doing enough to ensure financial clarity?read more

Time to review your clients' super as taxes announced by WP | 1/02/2013 1:01:40 PM

The coalition plans to re-impose a 15% tax on more Australian supers, including 2.1 million women. Are your clients’ supers safe?read more

Latest hybrid share issue expects higher return by Kathleen Payne | 1/02/2013 10:50:54 AM

In latest round of hybrid share issues, a Big Four bank is seeking to raise $500m from investors within eight years, but are the shares suitable for your clients?read more

ASIC issues warning after unveiling new FDS guidelines by Kathleen Payne | 30/01/2013 3:35:04 PM

ASIC has followed up last week’s new fee disclosure guidelines with a stern warning, and the FPA has identified a specific problem area concerning your existing fee-paying clientsread more

How to optimise your marketing strategy by Kathleen Payne | 30/01/2013 10:35:25 AM

Now is the perfect time to plan your marketing strategy for 2013. Expert marketing consultant Michael Griffiths reveals his top tips to ensure you get the coverage you need to gain more clients.read more

ASIC accepts enforceable undertaking from Macquarie Equities by Kathleen Payne | 29/01/2013 4:00:43 PM

ASIC today accepted an enforceable undertaking (EU) from Macquarie Equities Limited (MEL) following a surveillance that found some recurring compliance deficiencies by and in the supervision of MEL’s advisers.read more

Financial planning in hot demand by employers by WP | 26/01/2013 6:48:48 PM

The Big Four struggle to keep financial planners as they are drawn to independent firms. What other skills are in demand right now and how can you get ahead?read more