![]() Karren Vergara Senior Journalist, Financial Standard
KARREN VERGARA | MONDAY, 18 DEC 2023 The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation are too enormous for many providers to overcome. Read more KARREN VERGARA | FRIDAY, 7 JAN 2022 As social injustices and the errant climate push ethical investing closer to the forefront of client conversations, demand for Federation Financial Services financial adviser David Rae's specialisation and knowledge in this area will be highly sought ... Read more KARREN VERGARA | FRIDAY, 17 DEC 2021 Should financial advisers be held to the same ethical standards in their personal and professional lives? If so, how should this be regulated? Read more KARREN VERGARA | FRIDAY, 1 OCT 2021 Equipping clients and colleagues with the right tools and guidance can be life changing. As the chair of a major association and principal of Wealthadvice, Marisa Broome knows a thing or two about empowering those who cross her path. Karren Vergara ... Read more KARREN VERGARA | FRIDAY, 2 JUL 2021 The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. Read more KARREN VERGARA | THURSDAY, 29 OCT 2020 As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but to thrive - in a post-COVID-19 world. Read more PAGE: 1 |
Latest News
CSLR levy underspend expected as claim processing slows
The Compensation Scheme of Last Resort (CSLR) is set to underspend its $24.1 million FY25 levy.
Count Financial class action dismissed
The Federal Court has dismissed a class action against Count Financial and determined the applicant will pay Count's costs.
Industry groups hammer out guidance on tax-deductible advice fees
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees.
Cost-of-living, unaffordable advice fuels financial stress: Surveys
Even with more potential interest rate cuts in the works, Australians feel as though their financial situation is in dire straits as many struggle with the cost-of-living crisis and do not know the best place to seek financial advice, new surveys reveal.
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.