TRACEY SOFRA

People & Products

A financial adviser has urged women in finance to outsource tasks at home so they can focus on their business, ahead of the Momentum Women in Finance Summit 2023....

Financial planning

Business growth has been challenged by regulatory noise, and statements of advice are the most burdensome compliance regime, according to a panel....

image
Features

Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their ...

image
Financial planning

While training and supervision is important to develop a new adviser, the professional year compliance requirements are “overboard”, according to a financial adviser....

image
Features

The benefits to having more women in senior positions in the financial services industry are myriad for investments, clients and the workplace. Hannah Wootton looks at wh...

image
Features

Anastasia Santoreneos speaks to financial planners and accountants to determine what the most effective and efficient strategies are to maximise tax benefits this end of ...

image
 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

1 day 4 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

1 day 4 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

1 day 23 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago