Investment  ANDREW MACKEN | FRIDAY, 5 OCT 2018 In 1962, President John F. Kennedy delivered Yale's graduating class of 1962 a piece of advice that all investors should hold dear: "The great enemy of truth is very often not the lie - deliberate, contrived and dishonest - but the myth - persistent ... Read more  KANIKA SOOD | MONDAY, 15 OCT 2018 Three men sit huddled together, watching a video that plays on a computer screen in a large-ish empty room. Sounds like a late-night university study session? Only the men are in crisp white shirts, not hoodies. The video on the screen is not that of ... Read more  DAMIEN WOOD | FRIDAY, 9 NOV 2018 Fish apparently rot from the head down. The chief executives of Australia's big four banks have helped themselves to monster pay rises over the past 20 years. Bank staff were financially motivated to sell more products to help meet their performance ... Read more  JEAN BOIVIN , LISA O'CONNOR , SIMONA PARAVANI-MELLINGHOFF | FRIDAY, 16 NOV 2018 Blending alpha, factors and index Read more  DAVID HOFFMAN , STEPHEN SMITH , TAD FETTER | FRIDAY, 30 NOV 2018 Global bonds: An opportune investment Read more  JAMES KINGHORN | FRIDAY, 7 DEC 2018 The Nikko Asset Management global equity team philosophy is based on the belief that investing in 'future quality' companies will lead to outperformance over the long term. This paper draws on academic evidence to outline the three fundamental concepts ... Read more  LIAM DONOHUE | FRIDAY, 14 DEC 2018 The listed Australian small companies' market is known for its significant capital growth, wealth creation and most importantly the fostering of innovative emerging businesses. It is the birthplace of many of Australia's largest companies including ... Read more Communications & Marketing  CLAUDIA PRITCHITT , LEEANNE BLAND | FRIDAY, 7 SEP 2018 In the past decade, the media serving financial services has changed almost as much as the financial services industry itself. Financial services changes have been regulatory as well as technology driven, while media change has been almost entirely ... Read more Applied Financial Planning  FINANCIAL STANDARD | FRIDAY, 7 SEP 2018 We invite readers to send their burning questions on the latest investment trends to [email protected]. In this issue, we talk to Bell Direct equities analyst Julia Lee about capital protection, bonds and brokers versus adv ... Read more  MELANIE DUNN | FRIDAY, 21 SEP 2018 The superannuation reforms applying from 1 July 2017 made a number of changes impacting transition to retirement income streams and their use by retirees. Read more  WILL MOLONEY | FRIDAY, 2 NOV 2018 It's been over a year since the 2017 superannuation reforms, which included new non-concessional contribution (NCC) rules, came into effect. Read more Insurance  DANIEL BIONDI , PAUL CRONIN | FRIDAY, 14 SEP 2018 Insurance has long been viewed as a relatively stable offering within the financial services sector. Traditionally, people paid their premiums on a regular basis with monies invested for long term gains. Recently though the underlying assumptions, and ... Read more Superannuation  JOSEPH CHEUNG , WILLIAM FETTES | FRIDAY, 28 SEP 2018 An individual's total superannuation balance (TSB) determines many of their superannuation rights and entitlements, such as eligibility to contribute after-tax amounts into superannuation without an excess arising. Due to the importance of total superannuation ... Read more Retirement  NATHAN ZAHM , TIMOTHY SMART | FRIDAY, 12 OCT 2018 For most Australian retirees, the age pension is a meaningful portion of their retirement income, and for all retirees it should be considered as part of the retirement planning process. Read more Compliance  CLAIRE WIVELL PLATER , SONIA CRUZ | FRIDAY, 19 OCT 2018 There are four things that you need to do after 1 July 2013 when providing personal advice to retail clients - in addition to the disclosure requirements. The four things include (note: the italicised items are new) Read more |
Latest News
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
Shaw and Partners splashes $63m for New Zealand expansion
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m).
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
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 ...
