Insurance  ALEX KOODRIN | FRIDAY, 14 JAN 2022 If your client base includes business owners, chances are you have turned your mind to what might happen to their superannuation and proceeds from life insurance policies should their circumstances drastically change, and they become bankrupt. Read more  DAMIAN REVELL | FRIDAY, 28 JAN 2022 With the new income protection (IP) product requirements that came into effect from 1 October 2021, there are key considerations that may affect the approach advisers choose to take. Read more Investment  MARK KNIGHT | THURSDAY, 20 JAN 2022 Despite all the recent talk on the rise of passive investment strategies, their active counterparts have been steadily compounding outperformance in the wake of the worst effects of the COVID 19 pandemic. Read more  MATT MERRITT | FRIDAY, 25 FEB 2022 The listed infrastructure market is growing rapidly in size, with new companies helping to finance a societal shift in infrastructure demand. Read more  JORDAN ELISEO | FRIDAY, 4 MAR 2022 Few asset classes have generated more buzz in the last decade than bitcoin. Read more Ethics & Governance  YOLANDA BEATTIE | THURSDAY, 3 FEB 2022 In 2016 when Lady Quentin Bryce walked into the Fund Manager of the Year awards, she turned to a leading female portfolio manager and asked, "where are all the women?". Read more  BRYAN ASHENDEN | THURSDAY, 24 MAR 2022 It has been over two years since it became mandatory for all Australian financial advisers to adhere to the Financial Planners and Advisers Code of Ethics 2019, better known as the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics ... Read more Communications & Marketing  BILL TSOUVALAS | FRIDAY, 11 FEB 2022 The COVID-19 pandemic and government response to it has been hard on many Australian families. In the early days of the pandemic, when governments across the globe were shutting down offices and venues where many people gather, there was much uncert ... Read more Technology  CRAIG HOBART | THURSDAY, 17 FEB 2022 Monochrome Asset Management provides the financial advice community with research to assist advisers in improving their communication about digital assets with their clients. Read more Compliance  ASSURED SUPPORT | MONDAY, 4 APR 2022 From an advice perspective, how long can you rely on a Statement of Advice (SOA) to support your ongoing advice? To put it another way, how old and dated must an SOA be before you will stop using Records of Advice (ROAs) to streamline your advice pr ... 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.
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.
