 BRIE WILLIAMS | FRIDAY, 4 MAR 2016 Ask 10 investors what risk management means to them and you could get 10 answers that all focus on market risk, even though most have never hedged their exposure to market risk. On the other hand, few investors would mention the potential risks associated ... Read more AMANDA YOUNG | FRIDAY, 4 MAR 2016 The financial industry and the products it supplies have always evolved to meet market challenges and opportunities. Today is no different. One of the key factors that will drive the industry over the coming years is the rise in prominence of the so-called ... Read more WAI-YEE CHEN | TUESDAY, 3 NOV 2015 The instinct to protect ourselves from harm is instinctual. But we do make conscious decisions to go against this instinct, in pursuit of something else. The adrenalin rush, the sense of achievement, to save lives, to have more; these other instincts ... Read more  DARREN STEVENS | TUESDAY, 3 NOV 2015 Escalating social and demographic changes to the traditional client base, together with the unabated adoption of digital delivery, are transforming the provision of next generation platforms, products, services and advice across the Australian wealth ... Read more ROBECOSAM PRIVATE EQUITY | TUESDAY, 3 NOV 2015 Impact investing is a global phenomenon, gaining momentum and focus around the world. A number of international initiatives have emerged to trigger the development of impact investing globally and locally. Read more RICHARD DUNKERLEY | THURSDAY, 11 DEC 2014 Research conducted by the Aite Group1, in the US, found that only 30% percent of wealth management businesses regard the client onboarding process as an opportunity to create competitive differentiation. Read more BRETT SANDERS , MATHEW BIRCH , RHONDA LEE QUAN | THURSDAY, 11 DEC 2014 Managed accounts have been accelerating in popularity in the past few years with funds under management (FUM) estimated at over $15 billion and there is much industry anticipation that their rate of growth will accelerate further. Read more JONATHAN SHEAD | THURSDAY, 11 DEC 2014 While international investments have the potential to deliver real benefits, they are also exposed to currency fluctuations. Currency can turn a loss into a profit - or vice versa. Fortunately, with the right strategy, you can not only manage currency ... Read more MATT DAVIS | MONDAY, 9 JUL 2012 In recent times it would seem that relying on the tenets of traditional investment theory has become an excuse for fund managers and investment advisers to be lazy and apathetic. Many advisers rely on Efficient Market Hypothesis, diversification theory ... Read more |
Latest News
Inheritance dissatisfaction an advice opportunity: Report
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
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
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 ...
