 Johann Maree Head of Research and Training, AstuteWheel
JOHANN MAREE | THURSDAY, 24 APR 2025 Financial advisers often claim they tailor financial plans to meet the client's specific needs. But how true is this when the traditional focus is almost entirely on financial facts, spreadsheets and logical analysis? Read more JOHANN MAREE | FRIDAY, 22 NOV 2024 The financial advice landscape is undergoing rapid transformation as technology and shifting client expectations reshape how services are delivered. Read more JOHANN MAREE | FRIDAY, 16 AUG 2024 Those of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches and other cyber threats. Read more PAGE: 1 |
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FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
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.
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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 ...
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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.
