 Paul Tynan Chief Executive Officer, Connect Financial Service Brokers
PAUL TYNAN | FRIDAY, 17 NOV 2023 I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry. Read more PAUL TYNAN | THURSDAY, 16 FEB 2023 The financial services industry dilemma of having sufficient resources and advice practitioners to service the needs of orphan customers is not a new story, it's a crisis that has been around for years. Read more PAUL TYNAN | FRIDAY, 25 FEB 2022 Australia's financial services industry is quite literally facing a problem of national significance that has adverse implications for the industry's viability, competitiveness and most importantly, for the financial health and wellbeing of the Australian ... Read more PAUL TYNAN | FRIDAY, 29 JUN 2018 As the fallout and ramifications of Dover Financial Advisers' demise continue to reverberate following the group's decision to hand back its AFSL, it has exposed the immense flaws in the Australian licensing regime. Read more PAGE: 1 |
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AIOFP and IFPA enter 'strategic alliance'
The two organisations said the move reflects the evolving financial services landscape.
HNW clients demand more non-custody assets: Study
More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds.
Industry must do more to improve women's financial literacy: Fidelity
While women are increasingly aware of the importance of their financial wellbeing, only 16% have sought financial advice to achieve their goals.
Former AMP licensees rebranded as Akumin
Entireti has unveiled the go-forward name of its NewCo subsidiary, home to all the financial advice brands previously owned by AMP.
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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Now is the time to be brave
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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.
