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What you need to do to build an elite practice

From Tony Vidler - Adviser to the Advisers

Not everyone wants to have an elite practice, and that is ok. Having a good lifestyle business is fine if that’s what you want. Having a great practice is great... Read more continue reading

24 Apr 2025

Financial advisers remain #1 source of information for Australian investors

From HSBC

HSBC’s fourth Investor Insights Survey[1] has shown that Australians are increasingly seeking investment information (2025: 92%, 2024: 85%) with financial advisers being the number one trusted source. Donahue D’Souza, Head of Investments... Read more continue reading

15 Apr 2025

Research reveals Australians happy in retirement but pre-retiree confidence is waning

From Challenger Limited

Australians are living a happy retirement, but for those approaching retirement the picture is less certain. New data from the Challenger Retirement Happiness Index, released yesterday, shows preretirees are feeling... Read more continue reading

15 Apr 2025

CPD: Why tailored retirement income strategies matter for advisers

More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these... Read more continue reading

11 Apr 2025

CPD: Ethics and financial abuse

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of... Read more continue reading

09 Apr 2025

Fidelity International research: Majority of Australians concerned about implications of inheritance

From Fidelity International

With $3.5 trillion dollars expected to transfer between generations in the next 20 years as part of the great wealth transfer, many Australians expect to receive some form of inheritance... Read more continue reading

04 Apr 2025

HLB Mann Judd wins “best firm” category at this year’s Client Choice Awards

From HLB Mann Judd

HLB Mann Judd has been named Best Accounting & Consulting Firm ($100-$200 million revenue) at this year’s Client Choice Awards, presented on 26 March 2025, marking back-to-back wins of the... Read more continue reading

28 Mar 2025

Merricks Capital wins global Agri investor award

From Merricks Capital

Hard asset investment specialist Merricks Capital has won a major international award for its innovative agricultural lending. Merricks Capital has announced it had been awarded ‘Private Lender of the Year... Read more continue reading

26 Mar 2025

You need to get selling

From Tony Vidler - Adviser to the Advisers

Advisers: Good advice process is not enough. Being technically competent is not enough. You have to get selling. I know that “Sell” is seen as a bit of a dirty... Read more continue reading

25 Mar 2025

Cost of living, housing and aged care – top three concerns ahead of the Federal Budget according to latest Viridian Advisory adviser poll

From Viridian Financial Group

Viridian Advisory’s latest adviser poll has revealed that the cost-of-living crisis, the current housing shortage, and aged care policies are dominating client concerns as Australians brace for the upcoming 2025-2026... Read more continue reading

24 Mar 2025

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CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]
CPD: Why tailored retirement income strategies matter for advisers
More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these [...]
CPD: The year ahead for fixed income markets
The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]
CPD: Seeking stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]
CPD: Ethics and financial abuse
Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]