 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  GRAEME COLLEY | FRIDAY, 3 MAY 2019 One of Labor's signature tax reform proposals is to cease franking credit refunds from 1 July 2019, which will impact most individuals and smaller superannuation funds from the 2019/20 financial year. Read more |
Latest News
One in three investors to boost private credit holdings: Survey
According to a new study, more than one in three investors are planning to increase their allocation to private credit this year.
Research digs into HNW investment preferences
According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives.
Dixon Advisory clients should be heard at Senate inquiry: Anderson
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients.
WA financial planning firm acquired by US insurance broker
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
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.
