 ELIZABETH MCARTHUR | TUESDAY, 15 OCT 2019 It's been a slow burn but environmental, social and governance concerns have finally become mainstream among institutional and retail investors. Read more  TOM REDDACLIFF | FRIDAY, 12 APR 2019 The original version of this paper was written in August 2018 - however, we cannot ignore the potential implications of the Hayne Royal Commission Final Report (RC report). As such, we have updated our paper to include new content reflecting the likely ... Read more  NICOLE MCMILLAN | FRIDAY, 27 JUL 2018 Financial advisers have been knowingly charging fees to customers who died up to a decade ago. Bank employees accepted cash bribes to falsify proof of employment documents in loan applications. Banks have entirely inadequate processes in place to verify ... Read more  STEPHEN ROMIC | FRIDAY, 6 JUL 2018 The Royal Commission has the financial services industry on edge. Both large institutions and small are sitting up and paying attention as they have never before. Big changes are afoot; probably the biggest ever. Industry opinion is calling for a ban ... Read more  DANIEL BUTLER , CHRISTIAN PAKPAHAN | THURSDAY, 21 JUN 2018 We outline below the key superannuation changes announced in the Federal Budget 2018 on 8 May 2018. Some of the proposed changes will have a substantial impact on SMSFs if they are finalised as law. Read more  DAMIEN WOOD | FRIDAY, 13 APR 2018 Interest only mortgages boomed in the U.S. in the 1920s. What followed was the Great Depression. They re-emerged Stateside in the early 2000s. What followed was the GFC and the Great Recession. In Australia interest only loans account for around 35% ... Read more   NETWEALTH INVESTMENTS | TUESDAY, 3 NOV 2015 A Managed Account can solve a number of practice inefficiencies for those licensees that are willing to spend time working through compliance, structure and due-diligence processes. Read more |
Latest News
Spender criticises Labor's 'lack of urgency' on advice reforms
Independent member for Wentworth Allegra Spender said declining adviser numbers is a fundamental issue that needs an "urgent fix", while the CSLR is a "textbook case of moral hazard."
Shield Master Fund terminated, new receivers for Keystone Asset Management
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator.
Centrepoint Alliance to acquire Brighter Super's advice book
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book of Brighter Super.
Coalition targets 'ambitious' goal of 30k advisers
The Coalition wants to "rebuild the advice industry" by increasing the number of advisers to 30,000.
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.
