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....
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 ...
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....
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...
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 ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...