 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 DAVID HEATHER | TUESDAY, 3 NOV 2015 It wasn't that long ago that financial services was all about specialisation. Read more  DARREN STEVENS | TUESDAY, 3 NOV 2015 In this paper we outline current global trends in wealth management platforms and identify key future social and technology trends that are going to radically transform the industry over the next five to 10 years. Are the business plans, models and ... Read more JOHN PRICE | TUESDAY, 3 NOV 2015 I've been at ASIC since around the time when financial institutions - including credit unions, building societies and friendly societies - transferred from the previous state supervisory regimes to Commonwealth regulation and supervision. Read more IOOF TECHNICAL SERVICES | TUESDAY, 3 NOV 2015 On October 20, 2015, the Government's response to the Financial Systems Inquiry (FSI) was released by the Treasurer, Scott Morrison and Assistant Treasurer, Kelly O'Dwyer. The Government's response had originally been scheduled for release ... Read more COUNT FINANCIAL | TUESDAY, 3 NOV 2015 For accountants who add financial advice to their offering, working out the best way to price their advice can be daunting. We spoke to Hayden Lewis from Cox Partners about his firm's pricing model. Read more  JULIE MCKAY | THURSDAY, 11 DEC 2014 Leverage, specifically borrowing to invest, is often viewed in terms of its features, the potential to magnify gains and deductibility of interest. Of those who appreciate the benefits of gearing in a wealth accumulation strategy, many still tag margin ... Read more MARTIN BRECKON | THURSDAY, 11 DEC 2014 In a post-FoFA world, it has never been more important for financial advisers to understand and ensure they meet the prescribed best interests duty for their clients. Read more  ELEANOR DARTNALL | THURSDAY, 11 DEC 2014 2014 Association of Financial Advisers Adviser of the Year and Dartnall Advisers principal Eleanor Dartnall discusses the importance of educating your clients. Read more MIKE SIKAR | THURSDAY, 11 DEC 2014 Not knowing what to do with a large inheritance a few years ago, thirty-something Sydney executive John Smith decided to play it safe by simply putting it in the bank. Given the state of the share market at the time, parking the money in cash wasn't ... Read more |
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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.
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