 BRYAN ASHENDEN | FRIDAY, 21 MAR 2025 This article explores the intersection of estate planning and ethics, highlighting key challenges, best practices, and the broader implications for financial professionals and their clients. Read more  RAY MCHALE | FRIDAY, 23 AUG 2024 Developing effective stakeholder trust strategies has become increasingly important in the world of corporate governance. Read more  LARISA KAPUR | FRIDAY, 15 DEC 2023 A Will should be structured in a way that reflects your personal wishes, not the expectations of those around you. Read more  DAVID BARRETT | TUESDAY, 5 DEC 2023 This article introduces financial advisers to the financial planning considerations that arise when clients have philanthropic goals. Read more  GOVERNANCE INSTITUTE OF AUSTRALIA | WEDNESDAY, 5 JUL 2023 Now in its seventh year, the Ethics Index puts a spotlight on key sectors, organisations, occupations and influences, and measures our response to a set of difficult questions and topical issues. Read more RAY MCHALE | THURSDAY, 25 MAY 2023 Are you walking the talk on trust? As abstract and amorphous as the concept of trust may appear, we all implicitly know how essential it is to business success. Nothing meaningful or valuable happens without it. Read more  CHRIS MACDONALD , ALEXEI MARCOUX | WEDNESDAY, 22 MAR 2023 Business ethics is the study of how ethical principles and moral values apply to the behaviour and decision-making of businesses and organisations and the people who work in them. Read more  NEIL SPARKS | MONDAY, 14 NOV 2022 This article will discuss ethics in practice and the everyday application of ethical considerations into the business of financial advisers. Read more BRYAN ASHENDEN | THURSDAY, 24 MAR 2022 It has been over two years since it became mandatory for all Australian financial advisers to adhere to the Financial Planners and Advisers Code of Ethics 2019, better known as the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics ... Read more  YOLANDA BEATTIE | THURSDAY, 3 FEB 2022 In 2016 when Lady Quentin Bryce walked into the Fund Manager of the Year awards, she turned to a leading female portfolio manager and asked, "where are all the women?". Read more |
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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.
