Ethics & Governance  NEIL SPARKS | MONDAY, 14 NOV 2022 This article will discuss ethics in practice and the everyday application of ethical considerations into the business of financial advisers. Read more Compliance  JOSH WIGNEY | FRIDAY, 2 DEC 2022 The responsible manager (RM) is one of the most important positions that an Australian Financial Services (AFS) Licensee has to maintain. The RM is the person-or more likely, persons-who demonstrates the organisation's competence and is ultimately responsible ... Read more Applied Financial Planning  MICHAEL MILLER | MONDAY, 12 DEC 2022 This paper reviews the various attempts of Mr Johann Hoefl to secure an age pension payment from Centrelink, and illustrates how his association with a private trust and companies were assessed for social security purposes in this case. Read more  NATHAN KRIEGER | FRIDAY, 10 FEB 2023 While the common complaint over recent years has been one of change fatigue, increasingly evident in the survey are expressions of hope and opportunity. Read more Technology  LESLEY SUTTON , EMILIE WILLIAMS | FRIDAY, 8 NOV 2024 The government recently introduced a raft of bills to parliament as part of a Cyber Security Legislative Package. This article explores the proposals to strengthen the existing obligations and government powers under the Security of Critical Infrastructure ... Read more |
Latest News
Showcase: A sharp lens on global infrastructure
|Ask any financial adviser what they look for in a fund manager and they'll likely name three traits: proven expertise, product endurance and institutional edge.
The 'blind spot' costing advisers nearly $10bn: Research
Research from Elemnta indicates financial advisers do not realise they are expending nearly twice as much effort on non-advised operations, highlighting a perception gap and challenges related to data collection and access, which cost 6000 practices about $9.36 billion in "destroyed enterprise value".
Inheritors struggle to act on financial advice: Survey
Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act on it.
NCAs unlikely to solve retirement advice gap: HUB24, CFS
HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
