 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
Esencia merges with HNW advice practice
|A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
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
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.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
