Volume 15 Number 1

Volume 15 Issue 1

Ethics & Governance

Overcoming obstacles to ethical behaviour

SHLOMO SHER | Comments | THURSDAY, 16 JAN 2020

The process that leads to effective moral action can be roughly divided into three components: 1. Moral awareness - the process of identifying the ethical issues involved, the parties who have a stake ... ... Read more

Investment

ETFs versus managed funds

BETASHARES * | Comments | 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. Risk diversification ... ... Read more

Unconventional monetary policy

PAUL CHIN | Comments | THURSDAY, 13 FEB 2020

Why do central banks and governments pursue unconventional monetary policies? There are plenty of lessons for other markets from Japan's experience with zero interest rates and quantitative easing (QE). ... Read more

Technology

How data is transforming the financial services industry

LESLEY FRENCH | Comments | 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. Like most industries, customers within ... ... Read more

Taxation & Estate Planning

The main residence exemption

JANET MANZANERO-CARUANA | Comments | 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

Communications & Marketing

Financial advice marketing

ADAM BENSON | Comments | 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 ... ... Read more

Latest News


iFactFind launches KARREN VERGARA The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched.	FPA to manage $1.5m scholarship mandate KARREN VERGARA The federal minister for women has awarded the Financial Planning Association of Australia a mandate to deliver $1.5 million worth of scholarships.

Licensee to acquire Sentry Group KARREN VERGARA An ASX-listed financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books.	Advisers win annual renew law relief KARREN VERGARA The federal government will introduce a carve out to help financial advisers to meet their ongoing fee disclosure obligations.

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Cover Story

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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Judith Beck Author Admin Special Accounts	Simon Gvalda Senior Recruitment Consultant Kaizen Recruitment Pty Limited	Sarah Penn Director Mayflower Consulting Pty Ltd	Phil Anderson General Manager Policy & Professionalism Association of Financial Advisers
Why women lack mentors	Who owns the clients in an advice business?	Don't follow the pack on TMDs	Best political speech in two years
Do you want to know why men are elevated to the top jobs in higher numbers than women? Do you think it is because women are discriminated against? You ...	One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	Learn why the safety in numbers approach won't help you reach the October 5 deadline for workable target market determinations It's not said out loud ...	In the debate on the Hayne Royal Commission Response Bill 2020 (on annual renewal) in the Senate on 25 February 2021, there was one speech that stood ...
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Volume 15 Issue 1

Latest News

Videos

Get it Weekly

Cover Story

Expert Feed

Why women lack mentors

Who owns the clients in an advice business?

Don't follow the pack on TMDs

Best political speech in two years

Industry Events

Your Opinion

I am looking to switch licensees within the next year.