 ALEX DUNNIN | WEDNESDAY, 3 APR 2013 Retirees need income to live on but relying on traditional sources like term deposits in a low-inflation low-interest-rate world locks them into downward spiraling income levels even though their costs are still going up. Read more SHEHAN WIJETILAKA | MONDAY, 9 JUL 2012 As the Future of Financial Advice (FOFA) reform sweeps through the Australian wealth management industry, it is clear that many clients don't actually understand the details of the financial advice they have been receiving, nor are they entirely ... Read more  CHARLES BADENACH | MONDAY, 9 JUL 2012 This case-study looks at the financial advice given to Tim (20) who when he was just eight years old suffered severe injuries from a car accident in which his mother was killed. While a police investigation into the accident found the other driver negligent. ... Read more | THURSDAY, 1 MAR 2012 This white paper from CoreData talks to industry leaders about the issues facing planners as a result of the FOFA reforms and the likely trends that are emerging including consolidation and the entrance of accountants and lawyers into the advice spa ... Read more NATHAN TRAVELL | THURSDAY, 1 MAR 2012 Regulators globally have expressed concerns over how financial institutions that outsource business-critical functions operate their relationships with third-party service providers. This papers weighs up the benefits of outsourcing relationships in ... Read more JAN KOLBUSZ | THURSDAY, 1 MAR 2012 This white paper contends that the 'real' future of financial advice will be determined by the way participants in Australia's financial advisory sector react to a number of emerging industry fault lines, some of which have laid latent and pre-date ... Read more JADE STACK | THURSDAY, 1 MAR 2012 Advisers are concerned about providing the best advice for their clients without detrimentally affecting their business revenue. In this article, Stack aims to demonstrate that whilst more calculations and time are spent, this can make a significant ... Read more FINN KELLY , SARAH RIEGELHUTH | THURSDAY, 1 MAR 2012 Nick* went to see financial advisers Sarah Riegelhuth and Finn Kelly after he had been playing AFL professionally for three years. While he had managed to save some money and intended to purchase a property, he had no other assets or even a budget and ... Read more CHRISTOPHER HEPPINGSTONE | THURSDAY, 1 MAR 2012 Michael Smith* had a negative experience with the financial planning industry in the 1980's and was extremely sceptical of financial advisers. He had built up a net worth of $1.5 million over the years, but had avoided holistic advice and was not convinced ... Read more JIM FENWICKE | MONDAY, 5 DEC 2011 This case study looks at the benefits of a gearing strategy versus a saving strategy from one award-winning financial adviser who offered two different approaches to one couple who want to buy their own home in five years. 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.
