Ethics & Governance  SHLOMO SHER | THURSDAY, 16 JAN 2020 The process that leads to effective moral action can be roughly divided into three components Read more Technology  LESLEY FRENCH | THURSDAY, 23 JAN 2020 Banking and financial services is a data driven industry in which organisations rely heavily on data analytics to meet customer expectations and stay competitive. Read more Taxation & Estate Planning  JANET MANZANERO-CARUANA | FRIDAY, 31 JAN 2020 Selling one's home without the main residence exemption can mean a substantial tax bill. The capital gains tax (CGT) main residence exemption (the exemption) is available to all Australian residents. Read more Investment  BETASHARES | THURSDAY, 6 FEB 2020 This paper examines the key differences between traditional, actively managed funds (managed funds) and exchange-traded funds (ETFs), and highlights how these differences can affect investors. Read more Communications & Marketing  ADAM BENSON | FRIDAY, 21 FEB 2020 Over the last 30 years, Recognition PR has worked with dozens of different professional services firms, including those in the financial advice arena. Almost without fail, these organisations are mid-tier firms facing one, or all of the following ch ... Read more |
Latest News
South Australian financial adviser slapped with seven-year ban
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC.
Millions of Aussies want episodic advice: Research
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals.
Treasury gives Tranche 2 reform package preview
The government has provided clarity on the second tranche of the Delivering Better Financial Outcomes reforms, offering more detail around what's included and confirming the remit of its 'new class of adviser.'
Netwealth celebrates $100bn amid 25th anniversary
Netwealth has marked 25 years in business by crossing $100 billion in funds under administration (FUA) on its platform.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
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.
