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Wealth Professional
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Wealth Professional online is Australia’s newest source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals.
Wealth Professional online is Australia’s newest source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals.

159 followers
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Far out Friday:​ Nothing says 'I Love You' like smart financial planning Sheryl Nance-Nash of +LearnVest 

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Financial planning software house +AdviserLogic  has announced that they have appointed a new sales manager for Western Australia and South Australia.

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+Fergus Stoddart director at content marketing agency Edge, gives his tips on how the finance industry is using content to create sticky customers – and how advisers can do the same.

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+Association of Financial Advisers AFA - Adviser of the Year, +Jenny Brown, on how she uses social media to increase client engagement.

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Financial advisers against Rural Funds merger - Feathers are flying in a barnyard brawl over Rural Funds Management's proposal to merge its chicken, wine and property funds http://ow.ly/2BpwGP

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Compliance reviews for independents - As the number of advisers choosing independence continues to grow, the AIOFP has launched a compliance service to make sure everything is shipshape http://ow.ly/2BpwGQ

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BREAKING NEWS: Jailed adviser slapped with lifetime ban - A financial planner who has already been sentenced in court has had another penalty imposed by ASIC http://ow.ly/2BpwGT

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Industry first for electronic super reports - Reporting to APRA no longer has to be a manual process involving spreadsheets. The first end-to-end electronic reporting has been achieved http://ow.ly/2BpwGR

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Building business relationships: Not stalking - Don't stalk your clients. Build your business relationships on a strong foundation of constant, varied and sincere communication, writes John Doerr of Rain Blog http://ow.ly/2BpwGS

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