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                            01 November 2024                        
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                                by Jasmine Siljic                            
                                            
Dixon parent company shareholders vote to delist from ASX

                        E&P Financial Group, the parent company of Dixon Advisory, has confirmed it will be delisting from the ASX after shareholders narrowly voted in ...                    

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FAAA highlights role of advisers in stopping financial abuse

Financial advisers are “uniquely positioned to detect signs of financial abuse”, according to the FAAA, while also ...

Adviser numbers slide back below 15.5k

Rhombus Advisory is among licensees that have seen growth, while overall financial adviser numbers have dipped below ...

Financial advice accounted for 7% of breach reports: ASIC

The corporate regulator has released the figures for breach reports in the 2023–24 financial year, with the number ...

‘Master of their own fates’: Supporting veterans with specialist advice

According to a specialist, many holistic advisers struggle to work with veterans due to a lack of understanding of their ...

The transformation of advice

Details: Written by: The ifa team; Category: Strategy; Published: 20 December 2019; Hits: 5291

Yes

The team at ifa looked back at some of the key moments in the world of financial advice in Australia in 2019, all stemming from one day in February.

Read more: 2019: The transformation of advice

James Wrigley

Details: Category: Strategy; Published: 21 May 2019; Hits: 6107

Yes

Having travelled up the ladder from admin to principal, James Wrigley of First Financial works with younger clients starting their advice journeys and those at the other end looking to enter aged care.

Read more: Advising through life

Pamela Anderson

Details: Category: Strategy; Published: 21 May 2019; Hits: 5718

Yes

After 10 years in the finance sector, Pamela Anderson decided to strike out and start her own business.

Read more: Running the show

Lance Meikle

Details: Category: Strategy; Published: 18 March 2019; Hits: 7145

Profile

Yes

Gold Coast-based Lance Meikle is trying to do something different with his practice, by focusing on what his clients want to leave behind instead of investments.

Read more: Creating a legacy

Golf hole

Details: Category: Strategy; Published: 06 March 2019; Hits: 7127

Retirement Strategies

Yes

Financial advisers, super funds and politicians are all looking for a solution to the increasing longevity of Australians

Read more: The long game

Marijuana

Details: Category: Strategy; Published: 05 March 2019; Hits: 8273

Marijuana Investing

Yes

Now is the time to make money off drugs. The good news is that you no longer have to be a cartel of Pablo Escobar proportions to earn it.

Read more: The blunt truth

Robert Rich

Details: Category: Strategy; Published: 21 February 2019; Hits: 9583

Profile

Yes

Robert Rich says he never works a day in his life because he genuinely loves what he does.

Read more: Passion for finance

Global Equities

Details: Category: Strategy; Published: 20 February 2019; Hits: 2874

Global Equities

Yes

After a volatile 2018, the year ahead looks just as choppy for equities as geopolitical events plague share markets across the globe.

Read more: Finding value in volatility