How to manage the rise of 'early' inheritancesBY FELIPE ARAUJO | FRIDAY, 9 MAY 2025 2:31PM For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant shift is underway: the rise of 'early' inheritances.
 Financial wellbeing: the future of financial adviceProfessional integrity: a basic client expectation  Passive versus active: It needs no debateHave we entered the post-truth world in discussing passive versus active investing?  Fear and loathing from Silicon ValleyAn all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change.  How to get millennials involved in their futureFor millennials, financial advice can be really boring. Let's live for today, right?  Blame it on the ETFsThey've been described as worse than communism, and more dangerous than the misuse of antibiotics. Some would have you believe that they cause trading ...  Mobile is killing the desktop starTechnology is changing rapidly. That's no new headline. The speedy rate at which it's moving is even outlined by funny man Louis C.K. in one of his perceptive ...  Ethical vs. Independent Financial AdviceAre you noticing more and more discussion about being an 'independent' adviser? Specifically, the Section 923a of Corporation Law definition of independent? Smart beta taking it to the active doorstepAn interesting email crossed my desk the other day. It was from VanEck, one of the up-and-coming manufacturers of exchange-traded funds in the Australian ...  Top 10 issues to consider for EOFYAs the 2016/17 financial year draws to a close, there is an inevitable rush to get your financial and tax affairs in order. However, when coupled with ... |
Latest News
Former financial adviser charged in alleged $160k super fraud case
Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
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.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
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 ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
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.
