 ADAM BENSON | FRIDAY, 21 FEB 2020 Over the last 30 years, Recognition PR has worked with dozens of different professional services firms, including those in the financial advice arena. Almost without fail, these organisations are mid-tier firms facing one, or all of the following ch ... Read more  CLAUDIA PRITCHITT , LEEANNE BLAND | FRIDAY, 7 SEP 2018 In the past decade, the media serving financial services has changed almost as much as the financial services industry itself. Financial services changes have been regulatory as well as technology driven, while media change has been almost entirely ... Read more  NAOMI CHRISTOPHER , JENNY PEARSE | FRIDAY, 24 MAR 2017 The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial planning businesses are seeing the need to implement an ongoing digital ... Read more NEIL O'GRADY , ADELINA LALIC | THURSDAY, 11 DEC 2014 The main reason why consumers have not engaged with financial planners is a lack of understanding and appreciation of the true benefits of financial planning. Consumers are not aware of the full range of services that are offered by financial planners ... Read more  DARREN STEVENS | THURSDAY, 11 DEC 2014 While the life insurance industry continues to experience growth, there is an inherent fragility in a sector being weighed down by its legacy business. A complex web of antiquated technology systems bows each time a new product is brought to market ... Read more MARTIN BRECKON | THURSDAY, 11 DEC 2014 In a post FoFA world, the philosophy of best interest duties has become a part of doing business. though we can make a recommendation to hold life insurance cover in super, what really matters is the structure and justification for the recommendatio ... Read more TREVOR HARRIS | THURSDAY, 11 DEC 2014 This court case is something all risk writers and financial planners should acquaint themselves with. The human story behind the case also appeared on the ABC program 'Four Corners' on 5th May 2014 in a joint investigation with Fairfax Media ... Read more SAM AYLETT | SATURDAY, 10 JAN 2009 Sam Aylett tells us how to market smarter not harder and proactively not reactively. He details how the AXA Financial Advising Network has developed tools to help their advisers. AXA based advisers are able to develop a "Real Business Plan" ... Read more TIM BROWNE | TUESDAY, 1 JAN 2008 Running a successful business and managing the growth of personal wealth is not easy. This paper looks at some of the challenges faced by new business owners when they purchased an older life insurance practice from their parents. They decided to completely ... Read more |
Latest News
ASIC funding levy to charge advisers $46.2m
|The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
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).
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 ...
