Showing 1 to 10 of 183 articles: JENNEKE MILLS | FRIDAY, 31 JAN 2025 Below are some of the key dates for every adviser to be aware of, to help you and your clients hit the ground running when it comes to advice strategy in 2025. Read more MARK GLEESON | FRIDAY, 24 JAN 2025 When a client sells their main residence, you can add considerable value by helping them understand key tax, superannuation and social security issues and opportunities. Read more EMANUEL KAZOULLIS | FRIDAY, 18 OCT 2024 What if I told you that risk management could be the key to unlocking your business's full potential? Read more NETWEALTH INVESTMENTS | THURSDAY, 4 JUL 2024 In the first instalment of this series, we explored the diverse segments of advised Australians based on age and affluence, uncovering their unique preferences and financial goals. Read more CLAIRE MIDDLEBROOK | FRIDAY, 14 JUN 2024 For many of us, this is one of the scariest phrases, especially if you are a financial adviser. Read more NETWEALTH INVESTMENTS | FRIDAY, 31 MAY 2024 Segmenting can provide additional insight for firms trying to define what is important to their clients. In this article, we dive into the three key client segments identified in the annual Advisable Australian research conducted by Netwealth, and investigate ... Read more DREW BROWNE | FRIDAY, 24 MAY 2024 Effective team decision-making hinges on a leader's skill in creating an environment where employees feel empowered to think differently and express divergent views. For business owners whose competitive advantage is their ability to out-think the competition ... Read more DREW BROWNE | FRIDAY, 17 MAY 2024 Operating a small business, in its simplest form is about being able to manage and solve problems for people, just in time. Read more DAMON RISCALLA | FRIDAY, 10 MAY 2024 Pricing has always been a complex area for advice firms. Read more |
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Appearing at the Stockbrokers and Investment Advisers Association (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it could still be better.
Alternatives spark 'real' opportunities for HNW advisers
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Advice bodies want efficiency, long-term solutions from Mulino
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering Better Financial Outcomes (DBFO) will be prioritised.
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Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
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.