 Karren Vergara Senior Journalist, Rainmaker Information Pty Ltd
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 |
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Cover Story
Helping hand
FINN DORNEY
PRINCIPAL PRIVATE WEALTH ADVISER
SHADFORTH FINANCIAL GROUP LIMITED
PRINCIPAL PRIVATE WEALTH ADVISER
SHADFORTH FINANCIAL GROUP LIMITED
Whether it's giving back to the local community or empowering children with financial literacy, Shadforth Financial Group private wealth adviser Finn Dorney proves why the innate nature of financial advisers is essentially to help others. Karren Vergara writes.
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