Applied Financial Planning  ROBERT SWAN | THURSDAY, 1 JUL 2021 Today's investors are at a crossroads, torn between which path to take. One direction investors can choose is sign-posted towards the potential upside arising from positive vaccine results and predicted economic recovery. The other, towards the ... Read more  GERARD KERR | THURSDAY, 22 JUL 2021 Health and safety concerns and heightened uncertainty are fuelling demand for personal advice, but how big is the opportunity? Read more Compliance  KARREN VERGARA | FRIDAY, 2 JUL 2021 The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. Read more  SEAN GRAHAM | THURSDAY, 8 JUL 2021 For a variety of reasons, including client preferences, the 'cost of compliance' and perceptions of value, there is an increasing focus on general advice. For some a sanctuary from the Financial Adviser Standards and Ethics Authority (FASEA), increasing ... Read more  JOSEPHINE MAIORANA | THURSDAY, 19 AUG 2021 The pace of regulatory change here and overseas shows no sign of abating. Europe's new Sustainable Finance Disclosure Regulation (SFDR) is likely to impact the local market. Read more  JAMES CAMPBELL , ALEXANDRA MCCAUGHAN | FRIDAY, 27 AUG 2021 In June 2021, consultation closed on the Australian Securities and Investments Commission's (ASIC) draft regulatory guidance [Regulatory Guide 78 Breach reporting by AFS licensees and credit licensees attached to Consultation Paper 340 Breach reporting ... Read more  DAVID COURT | THURSDAY, 2 SEP 2021 The responsible manager (RM) of a licensee plays a key role under the financial services and credit licensing regimes. Read more SEAN GRAHAM | THURSDAY, 23 SEP 2021 Considering the deluge of regulatory reform bearing down on licensees and advisers, it is not surprising that the product design and distribution obligations have largely been overlooked. Read more  VARUN BHATIA | THURSDAY, 30 SEP 2021 With the implementation date of the internal dispute resolution changes imminent, many advisers and licensees will have commenced updating internal complaints procedures to comply with the Australian Securities and Investments Commission's (ASIC's) ... Read more Superannuation  TIM HOWARD | FRIDAY, 16 JUL 2021 One of the most significant measures announced in the May 2021 federal budget was the proposed exemption from the work test. How does the work test apply now, and what is expected to change? Read more Investment  PAUL BENSON , MANUEL HAYES | WEDNESDAY, 28 JUL 2021 The fallout from the Global Financial Crisis set off a sea change in fixed income markets. The rise in electronic trading, a growing roster of liquidity providers, and efficient market completion tools are but a few of the changes that have positively ... Read more Technology  JASON KOMADINA | THURSDAY, 5 AUG 2021 Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition and align business processes behind it, as well as spearhead a better approach ... Read more Insurance  MICHAEL MULHOLLAND | FRIDAY, 17 SEP 2021 MetLife Australia undertakes an annual Understanding the Adviser-Client Relationship Report, which explores the attitudes, behaviours and expectations of current and potential advice clients to help advisers build and strengthen long-term relationsh ... Read more Retirement  RAHUL SINGH | FRIDAY, 10 SEP 2021 There are a number of accommodation options for older people who require assistance and may not want to live by themselves. Read more RAHUL SINGH | THURSDAY, 14 OCT 2021 When looking at aged care advice from an adviser's perspective, we find that there are some common themes of interest. This paper offers insights from three experienced aged care advice professionals from different areas in the country who provide their ... 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.
