Is your practice focusing on the right outcome when managing a claim?BY MARCELLO BERTASSO | FRIDAY, 6 DEC 2024 8:02AM As the cost-of-living crisis continues in Australia, people are under more financial pressure and need to stay in the workforce longer. When life takes an unexpected turn, such as illness or injury, the ...
 How to ensure your ETF engine has the right partsIt pays to look under the hood when comparing high yield exchange traded funds (ETFs) as the mechanics of competing products can be significantly different.  Navigating the new Super Guarantee landscapeAs the financial world evolves, so do the complexities of navigating every Australian's financial future. There is no doubt super is one of the most tax ...  Why financial advice from super funds is good for AustraliansWhile there has been disappointment in some quarters about the Government's response to the Quality of Advice Review (QAR), not least the Reviewer Michelle ...  Hybrid advice is a runway to full adviceThrough all the changes to financial advice in recent years, one thing has remained constant - not enough people are getting the advice they need to achieve ...  From remediation to rigorous due diligence: Transforming AFSL practices for financial successThe financial advice landscape is currently undergoing a wave of significant reforms, captivating the attention of Big Banks, stockbrokers, and AFSL holders ...  I asked ChatGPT for financial advice: Here's what happenedThe purpose of this case study was to find out if it was possible to get quality financial advice using an artificial intelligence (AI) chatbot.  The end of the AFA as we know it is a time for reflectionThe end of the 2022-23 financial year brings mixed emotions for me as this marks the effective end of the Association of Financial Advisers (AFA) in the ...  Flipping the perspective: What is a fit-for-purpose SoA?Assistant Treasurer Stephen Jones has finally broken his silence on the QAR recommendations, controversially to a group of superannuation executives.  The game's afoot: Unit trusts versus ETPsWell, you could have knocked me down with a feather when I calculated the annual flows to unlisted unit trusts versus annual flows to exchange-traded ... 'Good Advice' is just sales by another nameWords matter. They matter both to the listener and to the speaker. And they matter even more when it comes to money. |
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Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
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.
