Answering the call Forging a career in financial advice wasn't a simple path for Rekab Advice director and financial adviser Amie Baker. Cassandra Baldini writes.
 A promising yearThe advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder ...  Advice for impactAs social injustices and the errant climate push ethical investing closer to the forefront of client conversations, demand for Federation Financial Services ...  Following the road mapEquipping clients and colleagues with the right tools and guidance can be life changing. As the chair of a major association and principal of Wealthadvice ...  No shame in dreamingThe podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the ...  The real dealWealthwise senior financial adviser Dawn Thomas believes in authenticity above all else and is becoming the spokesperson for a new form of financial advice ...  In safe handsCentaur Financial Services principal adviser Hugh Robertson doesn't need shortcuts. His business is built on a philosophy of sticking to the fundamentals ...  Silver linings playbookDonna Lee Powell's story has become her super power. Through hardship and heartbreak, she found a way to help others and built a business in the process.  Empowering abilityThere's a lot of talk about the value of financial advice and how advisers can prove that value. For William Johns, the real value of advice is in it's ...  Service with a smileFinancial advice might be the family business for Simone Du Chesne, but what really drives her every day is developing her client relationships to guide ...  Listen to the new waveFrom starting his own business at the tender age of 25 to cutting through the saturated podcast market - nothing is holding Glen James back, and he kind ... |
Latest News
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
ASIC 'scrutinising' Sequoia's second InterPrac fire sale
The corporate regulator says it is "closely scrutinising" Sequoia Financial Group's second attempt at a fire sale of InterPrac Financial Planning to a little-known private investor.
Treasury consults shifting tax debts from victims to abusers
Treasury is consulting on extending the powers of the Australian Taxation Office (ATO) to strengthen its response to financial abuse.
Former adviser defies permanent banning orders
Former financial adviser Ezzat Daniel Nesseim has defied ASIC's permanent banning orders and is in the process of being prosecuted.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
