 MARK WILKINSON | FRIDAY, 13 NOV 2020 The Financial services industry continues to undergo significant change. With the Australian economy now in a recession, many clients are looking for advice and reassurance. However, as the number of financial advisers continues to dwindle and a substantial ... Read more  KARREN VERGARA | THURSDAY, 29 OCT 2020 As the global health and economic crises continue to roil equity markets, adviser-led investment strategies need to be actively monitored and managed not only to survive - but to thrive - in a post-COVID-19 world. Read more  JULES KNOX | FRIDAY, 4 SEP 2020 A fellow advice professional I met recently said he avoids the term 'budget' when meeting with clients as they see it as a dirty word. He went on to explain that if you ask clients to complete a budget, they will think that they are going to ... Read more  SIMON RUSSELL | THURSDAY, 13 AUG 2020 The product design and distribution obligations are the latest attempt to remedy poor consumer outcomes. Broadly, the new obligations require that products are distributed to consumers for whom they are suited. The obligations will apply to a range ... Read more  MATTHEW WALKER | FRIDAY, 3 APR 2020 The purpose of any advice business is to help its clients to achieve what they want to achieve. So, why is talking about goals-based advice seen as being 'different' from what financial planners have always done? Read more  JUSTIN CHANDLER | TUESDAY, 17 MAR 2020 In terms of managing farm operations there are a multitude of financial considerations. Read more  BEN MOFFATT | FRIDAY, 13 MAR 2020 On 29 November 2019, Australian Securities and Investments Commission (ASIC) deputy chair Karen Chester delivered a speech, 'Consumer outcomes: A truth universally acknowledged', at the Australian Institute of Company Directors Leaders' Lunch. Her speech ... Read more  NALIKA NANAYAKKARA | FRIDAY, 4 OCT 2019 Firms must recalibrate their pricing models and do a better job of communicating their value to clients. Read more |
Latest News
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).
4600 relevant providers yet to meet qualification standards: ASIC
More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline.
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 ...
