The future of adviceBY STEPHEN ROMIC | VOLUME 13, ISSUE 3 The Royal Commission has the financial services industry on edge. Both large institutions and small are sitting up and paying attention as they have never before. Big changes ... Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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Increased local, international demand drives practice valuations
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows.
Firms rebuffing AFCA determinations should be named: FAAA, professional bodies
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have failed to do so.
Inheritance dissatisfaction an advice opportunity: Report
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
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
The need to achieve real scale in advice - and serve all Australians
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Are US assets becoming less desirable?
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How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
