Applied Financial Planning  ALLISON DUMMETT | FRIDAY, 21 JUL 2017 The role of the traditional financial adviser is increasingly being performed cheaply by industry super funds and automated advice services. Read more Investment  ANDREW GREENUP | THURSDAY, 27 JUL 2017 The past decade has witnessed the birth of a new asset class: Global Listed Infrastructure Securities (GLIS). While investors have embraced infrastructure as an asset class since the 1990s, the idea of investing in infrastructure via listed securities ... Read more  ASHISH TIWARI , BRAD GUYNN | FRIDAY, 11 AUG 2017 In pursuit of returns and diversification, growing numbers of investors are turning to alternative risk premia (ARP) strategies, which offer access to well-known sources of excess return potential - such as value, carry and momentum. Read more  JAMES SMITH | THURSDAY, 24 AUG 2017 Active Versus Passive Funds Read more  KIERAN QUAINE | THURSDAY, 7 SEP 2017 Kieran Quaine, Head of FIIG's Managed Income Portfolio Service (MIPS) answers frequently asked questions, candidly discussing the strategies that he and his team use to outperform. Read more Ethics & Governance  Technology  HUB24 PTY LTD | FRIDAY, 18 AUG 2017 In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent of online share trading in the mid-1990s, to the ... Read more  JEROEN VAN OERLE , PATRICK LEMMENS | FRIDAY, 15 SEP 2017 Robo-advice is a hotly debated topic in the fintech space. On the one hand it has opened up the low-wealth market, that was previously unservable, to finally be consulted on their finances, at lower costs and increased transparency. On the other hand ... Read more Insurance  STUART SHEARY | FRIDAY, 22 SEP 2017 The recent super reform changes makes it an opportune time to revisit how life cover in super should be funded as well as how it should be paid to eligible beneficiaries from super upon death. Read more |
Latest News
Entireti, Otivo enter strategic alliance for digital advice
Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum."
Wealth management has never looked better: Knox
Appearing at the Stockbrokers and Investment Advisers Association (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it could still be better.
Alternatives spark 'real' opportunities for HNW advisers
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend.
Advice bodies want efficiency, long-term solutions from Mulino
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering Better Financial Outcomes (DBFO) will be prioritised.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
