Page 2 - Tracey Sofra News Today

Less than one in three FPA members are women,  but private wealth held by women is increasing.   Women make up less than a third of the Financial Planning Association’s (FPA) membership base, the

Host Maja Garaca Djurdjevic is joined by the CEO of WOW Women’s Group, Tracey Sofra,  to chat about the changing landscape of advice and why self-care is more important than ever. Speaking to Ma

The world is changing forever so advisers need to make sure they’re adapting and evolving too, an industry professional has said. Speaking on the latest ifa podcast, the CEO of WOW Women’s Group

Exuberant investors are once again piling into hype-driven growth and “meme” stocks, but market experts say cooler heads should prevail.

The City of Melton will hold the Lifelong Learning Festival next month, to encourage residents of all ages and abilities […]

The benefits of managed accounts are the focus of this week’s ifa Show podcast. As the use of managed accounts continues to grow, host Maja Garaca Djurdjevic is this week joined by HUB24 head of ma

The benefits of using managed accounts are plentiful, but the extra time advisers get to spend with their clients is invaluable. Financial advisors have been embracing the use of managed accounts in

Heavy compliance and regulation within the advice sector is predicted to be coming to an end. In the latest episode of the ifa Show, founder and CEO of WOW Women’s Group Tracey Sofra said she hope

“I don’t disagree with a level of supervision, mentoring, training – I totally agree. “You’ve got to be serious about developing the up-and-coming planners within your firm but I think they’ve gone overboard. “There’s not a lot of balance in our industry at the moment when it comes to compliance – it’s just overkill. They’ve lost the plot and gone overboard. At some point the pendulum will turn the other way and I’m guessing we’ll find balance along the way at some poi...