 KARREN VERGARA | MONDAY, 18 DEC 2023 The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation are too enormous for many providers to overcome. Once considered as one of the country's ... Read more KARREN VERGARA | FRIDAY, 7 JAN 2022 The Australian summer is synonymous with barbecues, beaches, and bushfires. But for many of us, the Black Summer spanning the end of 2019 and early 2020 is perhaps the most unforgettable. As early as September 2019, the fires began raging across states ... Read more KARREN VERGARA | FRIDAY, 17 DEC 2021 Should financial advisers be held to the same ethical standards in their personal and professional lives? If so, how should this be regulated? How financial advisers conduct themselves against moral and ethical standards at work has been a large focus ... Read more KARREN VERGARA | FRIDAY, 1 OCT 2021 The landmark grant that the Financial Planning Association of Australia scored in mid-June can make big strides in cementing the footprint and influence of women in the male-dominated financial services and financial advice industries. In applying for ... Read more KARREN VERGARA | FRIDAY, 2 JUL 2021 The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. The levy for the 2019-20 financial year, which is charged retrospectively ... Read more KARREN VERGARA | THURSDAY, 29 OCT 2020 As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but to thrive - in a post-COVID-19 world. The recent Managed Accounts Roundtable ... Read more  DARREN SNYDER | MONDAY, 30 OCT 2017 ... robo-advisers the platform to start tapping our emotional connections. In the latest Financial Standard edition journalist Karren Vergara has dedicated her cover story to the robo-advice conundrum and looks at how both the traditional and new forms of ... Read more PAGE: 1 |
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Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
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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