Ethics & Governance  ATTRACTA LAGAN | THURSDAY, 7 OCT 2021 What would you do if you found a colleague's behaviour unacceptable, even unethical? Most of us believe we will speak up, however, research shows we often fail to act on our ethical intent. The result is moral muteness, the gap between our ethical ambitions ... Read more  RAY MCHALE | FRIDAY, 22 OCT 2021 Consideration of trust and trustworthiness in the financial advice industry is unavoidable. This is because the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics (FASEA Code) is unequivocal. Read more Investment  CAMPBELL HARVEY | FRIDAY, 3 DEC 2021 Global sustainable funds, as identified by Morningstar, rose to a record US$ 2.2 trillion in the second quarter of 2021, up from US $1.7 trillion a year earlier, or growth of 35% in a year. Read more Taxation & Estate Planning  JUSTON JIRWANDER | WEDNESDAY, 3 NOV 2021 The Family Tax Benefit (FTB) is a two-part payment to assist with the cost of raising children. Read more Applied Financial Planning  MICHAEL DUNDAS | THURSDAY, 11 NOV 2021 This paper examines the relatively recent wave of business strategic planning triggered by the COVID-19 pandemic, and which could deliver favourable returns for many years, as businesses sought external advice and formalised planning-often for the first ... Read more  RAY MILES , NEIL YOUNGER | FRIDAY, 19 NOV 2021 This paper comprises an excerpt from Fortnum Private Wealth's The inevitable advice journey: Where professional advisory firms are set to land report. Read more Compliance  SEAN GRAHAM | FRIDAY, 26 NOV 2021 Advisers and licensees have had a lot of regulatory reform to manage in 2021, so it is no surprise that there is still a measure of confusion and uncertainty around these new arrangements. Queries about fee disclosure statements (FDSs) and ongoing fee ... Read more Superannuation  MARK GLEESON | FRIDAY, 10 DEC 2021 As many advisers do not provide advice on managing total and permanent disablement (TPD) payments on a frequent basis, this paper provides a refresher to help them ensure their knowledge is up to date. Further, it explores lump sum payments, income ... Read more |
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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."
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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.
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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.
