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Volume 14
Issue 1
Issue 2
Issue 3
Issue 4

Latest News

ASIC releases new relief for reportable situations regime

KARREN VERGARA
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

KARREN VERGARA
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

MATTHEW WAI
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).

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA
More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline.

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Magdeline Jacovides

Moving mountains

MAGDELINE JACOVIDES
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.
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Expert Feed

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Ian Knox
Ian Knox
Director
Otivo

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 ...
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Dan Farmer
Dan Farmer
Chief Investment Officer
MLC Asset Management

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 - ...
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Bob Liu
Bob Liu
Portfolio Manager
Barwon Investment Partners

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.
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Felipe Araujo
Felipe Araujo
Chief Executive Officer and Managing Director
Generation Life

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 ...
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Industry Events

MORE INDUSTRY EVENTS
JUL
15

Advisers Big Day Out - Hobart 

JUL
17

Advisers Big Day Out - Geelong 

JUL
18

Advisers Big Day Out - Mornington 

JUL
22

Advisers Big Day Out - Cairns 

JUL
24

Advisers Big Day Out - Sunshine Coast 

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