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


ASIC prepares advisers for DDO KARREN VERGARA \| 12:32PM ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.	William Buck merges with sixth firm KARREN VERGARA A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy.

DDO nil-reporting rule scrapped KARREN VERGARA In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule.	Advisers embrace technology, lack budget KARREN VERGARA Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds.

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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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Jason Andriessen Consulting Partner Admin Special Accounts	Warwick Gribble National Manager - Advice Relationships Aware Super	Emma Johnsen Senior Associate Marque Lawyers	John Dyall Head of Investment Research Rainmaker Information
Lean on me: Rethinking the value of advice	We're in the money: Empowering the next generation through advice	Finfluencers, financial influencers: ASIC is watching your stories	Portfolios hide volcanoes of volatility
A sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.	Australia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...	Aspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ...	Jargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...
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Volume 15 Issue 1

Latest News

Videos

More from FS Advice

Cover Story

Expert Feed

Lean on me: Rethinking the value of advice

We're in the money: Empowering the next generation through advice

Finfluencers, financial influencers: ASIC is watching your stories

Portfolios hide volcanoes of volatility

Industry Events

Your Opinion

Have you felt equipped to respond to client enquiries relating to bitcoin or other digital assets?