Compliance  LYNDA DOWLING | FRIDAY, 28 FEB 2020 It may have been over 10 years since the global financial crisis (GFC) unfolded, but the regulatory and political fallout is still driving change for the financial services sector. Read more  GAVIN STUART | FRIDAY, 29 MAY 2020 People who are employees, customers and clients of many small businesses across the country have retreated into their homes for both work and self isolation. Businesses have been the subject of federal government (government) directions. Read more  LUKE PATERSON , ROB MACREDIE | FRIDAY, 19 JUN 2020 The global response to the coronavirus (COVID-19) pandemic has resulted in many ordinary business dealings now being undertaken remotely due to social distancing protocols and border shutdowns. Read more Investment  LOUIS CROUS | FRIDAY, 6 MAR 2020 Most investors appreciate the role of fixed income in a diversified portfolio> That is, steady income streams, lower volatility, and protection against falls in equity values during periods of market stress. However, by the end of January 2020, the ... Read more  SETH WEINGRAM | FRIDAY, 1 MAY 2020 A major challenge facing advisers in responding to coronavirus (COVID-19) news-flow is a lack of systematic research to guide decision- making after surprise geopolitical events, such as epidemics. Read more  SABIL CHOWDHURY | FRIDAY, 8 MAY 2020 In finance textbooks, academics assume that investors act rationally when making investment decisions. However, in practice, investors are not fully rational. This is especially true during market crises such as the severe volatility and uncertainty ... Read more  JULIAN HOWARD | FRIDAY, 5 JUN 2020 Markets have for some time now been largely ignoring fundamentals. This remains the case even as coronavirus (COVID-19) threatens a deep depression. In our opinion, not all market sectors will benefit equally from perpetual policy response. Read more Applied Financial Planning  BEN MOFFATT | FRIDAY, 13 MAR 2020 On 29 November 2019, Australian Securities and Investments Commission (ASIC) deputy chair Karen Chester delivered a speech, 'Consumer outcomes: A truth universally acknowledged', at the Australian Institute of Company Directors Leaders' Lunch. Her speech ... Read more  JUSTIN CHANDLER | TUESDAY, 17 MAR 2020 In terms of managing farm operations there are a multitude of financial considerations. Read more  MATTHEW WALKER | FRIDAY, 3 APR 2020 The purpose of any advice business is to help its clients to achieve what they want to achieve. So, why is talking about goals-based advice seen as being 'different' from what financial planners have always done? Read more Communications & Marketing  SIMON RUSSELL | WEDNESDAY, 25 MAR 2020 My most popular behavioural finance workshop series have been on negotiations. The participants in these workshops were typically teams of private equity investors and venture capitalists, or corporate mergers and acquisitions teams. Read more  SCOTT BREWSTER | THURSDAY, 16 APR 2020 According to Business Health's Catscan survey data, 25,000 clients in Australia rated the review service delivered by advisers as the worst-performing area from the perspective of client satisfaction. So, it is safe to say the industry has some work ... Read more Retirement  SEAN HOWARD | THURSDAY, 9 APR 2020 The Centrelink treatment of granny flat arrangements is important to understand because of the implications for deprivation and homeownership. Granny flat arrangements can allow a person to transfer assets to another person in exchange for a life interest ... Read more  ASSYAT DAVID | WEDNESDAY, 1 JUL 2020 The Financial Adviser Standards and Ethics Authority (FASEA) standards that came into effect from 1 January 2020 are compulsory for all financial advisers who provide financial services to retail clients. The FASEA Code of Ethics imposes ethical duties ... Read more Superannuation  NETWEALTH INVESTMENTS | FRIDAY, 24 APR 2020 A spate of changes over the past several years has impacted self-managed superannuation funds (SMSFs) with increasingly onerous responsibilities. As a result, investors seem to be taking a closer look at the possibility of transitioning from their existing ... Read more Insurance  ANDY REYNOLDS | FRIDAY, 15 MAY 2020 An unintended consequence of the Treasury Laws Amendment (Protecting Your Superannuation Package) Act 2019 (PYSP Act) that came into effect on 1 July 2019 means that many total and permanent disability (TPD) insurance claimants may have significantly ... Read more |
Latest News
Entireti, Otivo enter strategic alliance for digital advice
Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum."
Wealth management has never looked better: Knox
Appearing at the Stockbrokers and Investment Advisers Association (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it could still be better.
Alternatives spark 'real' opportunities for HNW advisers
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend.
Advice bodies want efficiency, long-term solutions from Mulino
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering Better Financial Outcomes (DBFO) will be prioritised.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
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
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.
