JENNY BROWN | TUESDAY, 25 MAR 2014 JBS Financial Strategists director Jenny Brown has had the most eventful year of her professional career. In 2013, the Melbourne-based adviser won the Association of Financial Advisers (AFA) Adviser of the Year Award and was named FS Smileys Scholar ... Read more MARSHALL BRENTNALL | TUESDAY, 25 MAR 2014 What's wrong with the Future of Financial Advice (FoFA) reforms is that they have been hijacked. That's right FoFA has been hijacked! Read more LOUISE BITI | TUESDAY, 25 MAR 2014 Financial planners and other advice professionals have a responsibility to clients to help raise awareness by proactively raising issues and being business-ready. Read more  SEAN HOWARD | TUESDAY, 25 MAR 2014 From 1 July 2014, aged care residents will have more choice about how they pay for their accommodation. Read more ELISABETH KIRKBY | TUESDAY, 25 MAR 2014 It is possible to be optimistic about 'old age' care and we should be able to provide outstanding solutions to this multi-faceted problem. Read more CRAIG MELDRUM | TUESDAY, 25 MAR 2014 Quality advice is critical to ensure not only the best financial outcome for aged care residents, but also that they secure a spot in a facility that they are happy with. Read more MICHAEL HARKIN | TUESDAY, 25 MAR 2014 Sooner rather than later, SMSF members should take steps to ensure their SMSF may continue to function, should they suffer diminished capacity to attend to their financial affairs. Read more  JULIE MCKAY | TUESDAY, 25 MAR 2014 Advisers need to be familiar with the rules related to special residences and how decisions about in-home care might impact the clients' future. Read more LAURA MILLAN | TUESDAY, 25 MAR 2014 In a country that gathers almost all of the world's nationalities and religions, where 25% of its citizens were born abroad, being aware of cultural differences in aged care is almost an obligation. Read more HUGH MASSIE , EAMON PORTER | TUESDAY, 13 AUG 2013 This white paper raises blind spots in financial advice processes and analyses the tension that any adviser has between increasing revenue and protecting the business. Read more |
Latest News
Former financial adviser charged in alleged $160k super fraud case
|Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
|The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
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
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
