 JONATHAN LIGHT , VALESKA BLOCH , JOSHUA ANDERSON , ROBERT MARSH , EMILIANA GALLEGO | SUNDAY, 5 FEB 2023 The demise of 'silent cyber' and the need for dedicated cyber insurance. Read more  DANIEL GOLDBERG , PATRICIA LAI | MONDAY, 23 JAN 2023 As the use cases, volatility, disasters and triumphs of blockchain technology and crypto assets continue to grow at pace, legislators and regulators are trying to keep up. Read more  JONATHAN LIGHT , VALESKA BLOCH , JOSHUA ANDERSON , ROBERT MARSH , EMILIANA GALLEGO | MONDAY, 7 NOV 2022 Key trends in the cyber insurance market and how your business should respond. Read more  SCOTT BREWSTER | FRIDAY, 1 JUL 2022 Intelligent document processing is a game-changer for industries like financial services, which is struggling with an increasing volume of large and complex documents requiring action. Here's all the reasons it should be adopted now. Read more  SARAH ARCHER | FRIDAY, 6 MAY 2022 There is a saying in improv: 'Bring a brick, not a cathedral'. While improv and the world of cryptocurrency are not readily comparable, the saying is a good reminder that you do not need to 'know it all' to participate in the crypto conversation. Read more  JADE CARLSON | FRIDAY, 11 MAR 2022 New regulations are proposed to give the federal government greater control over digital wallets, buy now, pay later, and cryptocurrency. Read more  CRAIG HOBART | THURSDAY, 17 FEB 2022 Monochrome Asset Management provides the financial advice community with research to assist advisers in improving their communication about digital assets with their clients. Read more  JASON KOMADINA | THURSDAY, 5 AUG 2021 Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition and align business processes behind it, as well as spearhead a better approach ... Read more  KON COSTAS | FRIDAY, 5 MAR 2021 This paper looks at how financial advice businesses struggling to contain costs can use insights from benchmarking data to support better operational and strategic decisions. Read more  HUB24 PTY LTD | FRIDAY, 19 FEB 2021 Financial advice is a service valued by many Australians, and many more are interested in seeking advice. However, it is currently not accessible to all. Read more |
Latest News
ASIC bans advisers for dodgy Shield Master Fund advice
Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator.
Findex partners with brokerage firm to deliver 'best-in-class' service
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service.
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
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 ...
