A promising year The advice industry is poised to turn the corner in 2022. Leading a major association and his own practice, Perera Crowther Financial Services founder Sam Perera is confident advisers will finally have their watershed moment. Karren Vergara writes.
 FS Power50: Stay open-minded and learn from othersThis 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 ...  Helping handWhether it's giving back to the local community or empowering children with financial literacy, Shadforth Financial Group private wealth adviser Finn ...  Passing the batonLiam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional ...  Against all oddsSmashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous ...  Forward thinkerWhen Kearsten James established Addi House two years ago, the principal and financial adviser seized the opportunity to reimagine finance advice her way ...  Thirst for knowledgeWith an insatiable thirst for knowledge and penchant for the finer details, the financial advice industry is strengthening from thought leaders like Capital ...  Answering the callForging a career in financial advice wasn't a simple path for Rekab Advice director and financial adviser Amie Baker. Cassandra Baldini writes.  Let's get FINNACLEAs accessibility and cost become increasingly challenging for the advice sector, the need for agility and innovation grows - but not for FINNACLE's Daniel ...  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 ... |
Latest News
One in three investors to boost private credit holdings: Survey
According to a new study, more than one in three investors are planning to increase their allocation to private credit this year.
Research digs into HNW investment preferences
According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives.
Dixon Advisory clients should be heard at Senate inquiry: Anderson
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients.
WA financial planning firm acquired by US insurance broker
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward.
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.
