 PAUL BARRETT | TUESDAY, 7 JUL 2020 ... agreement reached between the parties. However, with thoughtfulness and planning, you can emerge from the process in sound financial condition. So how do you go about navigating the financial complexities of your divorce? Step 1: Rally the troops Regardless ... Read more  PETER HORSFIELD | FRIDAY, 6 MAR 2020 If you read the media and industry headlines, you'll read that thousands of financial advisers are currently running for the door. Their reason? Over regulation, increasing costs, loss of income, increased education standards and ongoing negative ... Read more  DAWN THOMAS | FRIDAY, 31 JAN 2020 ... are statements that most reasonable people will agree on in regards to female centric issues. More women should become financial advisers, more women should seek financial advice, there should be better support of working parents, women should be paid ... Read more  ELIZABETH MCARTHUR | FRIDAY, 13 DEC 2019 ... really relate to people," Du Chesne says. That insight has driven many of her business decisions, and her attitude to financial advice, since. "I think it's very hard to advise people on a wealth journey if you haven't actually taken that journey ... Read more ELIZABETH MCARTHUR | MONDAY, 25 NOV 2019 ... about Raquel is her strong advocacy of women in the workplace. She recently featured in a video - Young Women in the Financial Planning Profession- and continues to work on inspiring other women to join the profession. And although the 34-year-old believes ... Read more  PHIL ANDERSON | FRIDAY, 4 OCT 2019 Anyone who has worked closely with financial advisers, knows that they are an enthusiastic and energetic group who are great with people and optimistic about the future. They know the value that they deliver to their clients and the importance that ... Read more  PAUL MURPHY | FRIDAY, 14 JUN 2019 ... forgiven for assuming that, at first glance, the recent Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry ('the Commission') had very little to do with insurance. However, although the bulk of media analysis ... Read more  JAMIE WILLIAMSON | MONDAY, 7 JAN 2019 ... put to him when he left school in the late 1970s. Choosing the Bank of NSW - now Westpac - Nonnenmacher's career in financial services kicked off. Now celebrating 40 years in the industry, Nonnenmacher has witnessed the evolution of Australia's financial ... Read more JAMIE WILLIAMSON | MONDAY, 1 OCT 2018 ... partners. It was also a finalist in the inaugural Financial Literacy Campaign of the Year Award in the 2017 Financial Standard MAX Awards . "We see what we've got now as just being the tip of the iceberg. We anticipate there will be huge growth in ... Read more  SEAN GRAHAM | THURSDAY, 12 JUL 2018 ... reference-checking processes" and releases on strategic changes and cancellation of licenses. We've consistently predicted that financial, regulatory, social and technological pressures will transform the financial services industry. These catalysts ... Read more |
Latest News
Showcase: A sharp lens on global infrastructure
|Ask any financial adviser what they look for in a fund manager and they'll likely name three traits: proven expertise, product endurance and institutional edge.
The 'blind spot' costing advisers nearly $10bn: Research
Research from Elemnta indicates financial advisers do not realise they are expending nearly twice as much effort on non-advised operations, highlighting a perception gap and challenges related to data collection and access, which cost 6000 practices about $9.36 billion in "destroyed enterprise value".
Inheritors struggle to act on financial advice: Survey
Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act on it.
NCAs unlikely to solve retirement advice gap: HUB24, CFS
HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
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.
