 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 |
Latest News
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
Retirement confidence highest since 2020: SSGA
Despite persisting cost-of-living pressures, economic uncertainty, and heightened retirement costs, retirement confidence has increased from 24% in 2023 to 33% in 2025.
Further Reading
Cover Story
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.
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 ...
