 Elizabeth McArthur Senior Journalist, Rainmaker Information Pty Ltd (at time of writing)
ELIZABETH MCARTHUR | THURSDAY, 18 FEB 2021 The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money ... Read more ELIZABETH MCARTHUR | FRIDAY, 18 SEP 2020 Centaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals and staying the course. Even with all the curve balls 2020 has to throw, he's confident the tried ... Read more ELIZABETH MCARTHUR | TUESDAY, 7 JUL 2020 Donna Lee Powell's story has become her super power. Through hardship and heartbreak, she found a way to help others and built a business in the process. Elizabeth McArthur writes. Read more ELIZABETH MCARTHUR | TUESDAY, 3 MAR 2020 There's a lot of talk about the value of financial advice and how
advisers can prove that value. For William Johns, the real value
of advice is in it's ability to empower those left disempowered by
systems. Elizabeth McArthur writes. Read more ELIZABETH MCARTHUR | FRIDAY, 13 DEC 2019 Financial advice might be the family business for Simone Du
Chesne, but what really drives her every day is developing her
client relationships to guide them through life's greatest challenges. Empathy and understanding are at the heart of everything ... Read more ELIZABETH MCARTHUR | WEDNESDAY, 4 DEC 2019 From starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes. Read more ELIZABETH MCARTHUR | MONDAY, 25 NOV 2019 John Dacker took out the Gwen Fletcher Memorial Award for being the highest achieving student in Semester 2 of the CFP Certification Program for 2018. Read more ELIZABETH MCARTHUR | MONDAY, 25 NOV 2019 Raquel Netto CFP® is the seventh woman to win the Gwen Fletcher Memorial Award for being the highest achieving student in Semester 1 of the CFP Certification Unit for 2019. Read more ELIZABETH MCARTHUR | FRIDAY, 15 NOV 2019 A debate is raging about what the Financial Adviser Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield forced to clarify the is ... Read more ELIZABETH MCARTHUR | TUESDAY, 15 OCT 2019 It's been a slow burn but environmental, social and governance concerns have finally become mainstream among institutional and retail investors. Read more PAGE: 1 |
Latest News
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.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
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.
