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
Spender criticises Labor's 'lack of urgency' on advice reforms
Independent member for Wentworth Allegra Spender said declining adviser numbers is a fundamental issue that needs an "urgent fix", while the CSLR is a "textbook case of moral hazard."
Shield Master Fund terminated, new receivers for Keystone Asset Management
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator.
Centrepoint Alliance to acquire Brighter Super's advice book
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book of Brighter Super.
Coalition targets 'ambitious' goal of 30k advisers
The Coalition wants to "rebuild the advice industry" by increasing the number of advisers to 30,000.
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.