Tracey Sofra

People & Products

'Lighten up and delegate': How women can juggle work and home

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

Practice development overshadowed by regulatory ‘noise’

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

Features

When practice management gets tough

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

PY compliance 'overboard'

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

Features

Where are all the women?

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

How to make the most of tax

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 ...