 ELIZABETH MCARTHUR | THURSDAY, 18 FEB 2021 In 2019 She's on the Money had 17,161 members on Facebook and 438 people following on Instagram. Now, the Facebook group has 110,000 members and the Instagram has 70,000 followers. In the crowded world of social media, it is extraordinary growth ... Read more ELIZABETH MCARTHUR | TUESDAY, 22 DEC 2020 Wealthwise senior financial adviser Dawn Thomas is no shrinking violet. Her hair is often dyed a bright shade of purple or pink and she'll occasionally wear a suit to match. Thomas' hair is naturally grey, but she'd been covering up the grey ... Read more ELIZABETH MCARTHUR | FRIDAY, 18 SEP 2020 In 1960, a scandal sparked by vegetable oil rocked the US. The salad oil swindle, as it came to be known saw multiple companies' share prices dive. A tipster got in touch with American Express and told them that their largest customer, Allied Crude ... Read more ELIZABETH MCARTHUR | TUESDAY, 7 JUL 2020 Life with a young family and a small business in the middle of a global pandemic isn't easy for anyone. But Donna Lee Powell has found the silver linings. While she works from her home she takes a moment to count the blessings she's already found in ... Read more ELIZABETH MCARTHUR | TUESDAY, 3 MAR 2020 William Johns thinks Australians are too hard on themselves when it comes to money matters. "Australians are not financially illiterate," he says. "We are bamboozled and confused by complicated financial systems." Johns has an ability to see the way ... Read more ELIZABETH MCARTHUR | FRIDAY, 13 DEC 2019 Simone Du Chesne understands what it means to be a people person. Reflecting on her diverse professional career she says there's a simple key to her success. That is, knowing the importance of life experience and always finding a way to relate to ... Read more ELIZABETH MCARTHUR | WEDNESDAY, 4 DEC 2019 ... cutting through the saturated podcast market - nothing is holding Glen James back, and he kind of knows it. Elizabeth McArthur writes. Glen James is riding high. The podcast he started just last year, My Millennial Money, is the number one personal finance ... Read more ELIZABETH MCARTHUR | MONDAY, 25 NOV 2019 Having graduated with his Bachelor of Business degree with a High Distinction average and four Dean's Awards for his outstanding academic achievement - placing him in the top 2 per cent of over 10,000 business faculty students - it's hardly surprising ... Read more ELIZABETH MCARTHUR | MONDAY, 25 NOV 2019 Raquel Netto CFP® is the seventh woman to win the Gwen Fletcher Memorial Award for being the highest achieving student in Semester 1 of the CFP Certification Unit for 2019. It's a little surprising to find a passionate supporter of the Sydney ... Read more ELIZABETH MCARTHUR | FRIDAY, 15 NOV 2019 A debate is raging about what the Financial Adviser Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield forced to clarify the issue. ... Read more |
Latest News
ASIC funding levy to charge advisers $46.2m
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
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.
TA Associates invests in Viridian Financial Group
TA Associates announced it will make an undisclosed investment in Viridian Financial Group to help the latter accelerate its next phase of growth.
Shaw and Partners splashes $63m for New Zealand expansion
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m).
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.
Expert Feed
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 ...
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 - ...
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.
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 ...
