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
Increased local, international demand drives practice valuations
|The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows.
Firms rebuffing AFCA determinations should be named: FAAA, professional bodies
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have failed to do so.
Inheritance dissatisfaction an advice opportunity: Report
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
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
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
