 CLIVE FERNANDES | THURSDAY, 24 APR 2025 This article explores the transformative change that can be achieved through the implementation of smart technologies, highlighting how this has been achieved by some financial services entities overseas. Read more CLIVE FERNANDES | THURSDAY, 17 APR 2025 This article explores the evolution of superannuation, the operational challenges funds face, their impact on members and the financial system, and the solutions that can drive industry transformation. Read more  TRACY LU , TOMMY CHEN , MAX JONES , PAUL MERSIADES | FRIDAY, 4 APR 2025 In this article, we set out the key themes that emerged from our analysis and recommend ways to mitigate IP risk when using generative AI tools. Read more CLIVE FERNANDES | FRIDAY, 7 FEB 2025 While generative AI grabs headlines for its capabilities in content creation and automation, its real value in financial advice lies in how it augments existing processes and empowers human advisers to provide better services. Read more  LESLEY SUTTON , EMILIE WILLIAMS | FRIDAY, 8 NOV 2024 The government recently introduced a raft of bills to parliament as part of a Cyber Security Legislative Package. This article explores the proposals to strengthen the existing obligations and government powers under the Security of Critical Infrastructure ... Read more  JAIME LUMSDEN , MICHELE LEVINE | FRIDAY, 11 OCT 2024 The outcome of Australian Securities and Investments Commission v Bit Trade Pty Ltd [2024] FCA 953 (Kraken Case), for which judgment was handed down on 23 August 2024, was somewhat unenlightening so far as it related to the application of the design ... Read more  FAHIM KHONDAKER , NICK FOX | WEDNESDAY, 31 JUL 2024 As organisations weigh the potential benefits and risks of generative AI, it's already causing a monumental shift in how we work and perceive the value of tasks. Read more  DEVAN NAIDOO | FRIDAY, 28 JUN 2024 The retirement landscape is undergoing a seismic shift. With changing demographics, longer life spans, and evolving economic trends, it has become imperative for the pension industry to move with the times. Read more  DARREN FITTLER | WEDNESDAY, 30 AUG 2023 Non-fungible tokens (NFTs) exploded in popularity in 2021. Fundraising teams within some charities and not-for-profits (NFPs) who were in the midst of pivoting their strategies because of COVID-19, took note of this demand and used NFTs to raise substantial ... Read more  SIMON BURNS , JEN BRADLEY | WEDNESDAY, 2 AUG 2023 The Australian Government has recently released the discussion paper Supporting responsible AI: discussion paper, seeking industry feedback to inform the government's approach to regulating AI-whether through mandatory or voluntary mechanisms-to help ... Read more |
Latest News
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.
Retirement confidence highest since 2020: SSGA
Despite persisting cost-of-living pressures, economic uncertainty, and heightened retirement costs, retirement confidence has increased from 24% in 2023 to 33% in 2025.
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 ...
