Opinion

Your Opinion

The proposed self-reporting of breaches will be difficult to comply with.

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Showing 1 to 10 of 63 polls:

Do you agree with the changes proposed by the Quality of Advice Review so far?

Will the merger of the Association of Financial Advisers and Financial Planning Association of Australia better serve the advice community?

Is the government's review of adviser professional standards too little, too late?

As the cost of living increases and regulatory pressure adds to the cost of doing business, do you intend to charge more for your services?

Is the Liberal Party's backflip on regulating the advice industry credible?

In the last three years, I have ceased offering life insurance advice because:

How many platform providers are you affiliated with?

The main issue facing my practice in 2022 is:

Which wording of FASEA's Standard 3 do you prefer?

Going out on my own and applying for an AFS licence is something I am considering doing within:

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ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA | 12:28PM

Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator.

Findex partners with brokerage firm to deliver 'best-in-class' service

MATTHEW WAI

Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service.

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA

The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.

ASIC releases new relief for reportable situations regime

KARREN VERGARA

ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.

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Moving mountains

MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
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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Expert Feed

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Ian Knox

Director

Otivo

The need to achieve real scale in advice - and serve all Australians

One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...

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Dan Farmer

Chief Investment Officer

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Are US assets becoming less desirable?

There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...

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Bob Liu

Portfolio Manager

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Listed private equity: A strategic opportunity amid global market dislocation

The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.

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Felipe Araujo

Chief Executive Officer and Managing Director

Generation Life

How to manage the rise of 'early' inheritances

For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...

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