CPD: Ethics and the client’s best interests

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Acting in a client’s best interests is something we all want – and expect – from our service providers. It underpins good service, professionalism and ethical behaviour. The interplay between those factors is explored in this article, part of the Ethics Series proudly sponsored by GSFM. According to ASIC, the best interests duty and related... Read more continue reading

Does an ethnically diverse board mean better stock performance?

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Calvert Research and Management, a global leader in responsible investing and part of Morgan Stanley Investment Management, has released new research which aims to explore recent trends in ethnic diversity at corporate boards as well as its relationship to equity performance. Yijia Chen, ESG Quantitative Research Analyst at Calvert Research and Management notes: “Over the... Read more continue reading

2021 New Zealand Insurance Industry Awards winners announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) has announced the winners of the 2021 New Zealand Insurance Industry Awards. Despite the current restrictions preventing the 2021 Awards evening from proceeding as planned, over 250 registered attendees tuned in to watch the free-to-view awards video. Now in its 9th year, the awards... Read more continue reading

CPD: Digital spring clean – a practical toolkit for advisers to improve their digital effectiveness

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Get a broom, then Google yourself The comprehensive digitalisation of our lives is yesterday’s news. Businesses across all sectors have been irreversibly reshaped, as consumers around the world use digital channels to research, interact with, and buy from brands from food to fashion to financial services. But whilst the majority of financial advisers got the... Read more continue reading

CPD: Retirement Income Covenant – background, adviser implications and trustee checklist

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Introduction As the ageing of our population continues to accelerate, the shortcomings of our national retirement incomes policy framework become magnified. A historically disproportionate focus by policy makers and product providers on the accumulation – rather than decumulation – phase of retirement savings, combined with entrenched cultural beliefs about the sanctity of home ownership, have... Read more continue reading

CPD: Ethics and the use of listed investments and securities

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The upsurge in listed products continues unabated as the share market bull-run continues. The number of active ETF launches has been especially high, resulting in a commensurate increase in the number of investors – and financial advisers – using listed securities and products in diversified portfolios. This article, proudly sponsored by GSFM, examines some of... Read more continue reading

Aged care partnership provides financial planning degree accreditation

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Deakin’s financial planning students now have the opportunity to complete an industry-based program in aged care advice and have it accredited towards their degree. The new partnership between Aged Care Steps and Deakin’s Master of Financial Planning (MFP) program means that students who have successfully completed eight of MFP’s core units can enrol in the... Read more continue reading

First Sentier Investors and UniSuper named major award winners

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Lonsec and SuperRatings have announced the winners of this year’s Fund of the Year Awards, which were held virtually for the second year in a row. The Lonsec Manager of the Year was awarded to First Sentier Investors in recognition of their strong investment approach right across their suite of products. “First Sentier Investors has a strong... Read more continue reading

XY Adviser launches recruitment marketplace to remove hiring headaches for financial advice businesses

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XY Adviser, an exclusive online professional network for the financial advice industry, has launched its ‘XY Jobs Board’ to help advice businesses attract high-quality staff. With the national unemployment rate sitting at a near 12-year low, it has never been more difficult for financial advice businesses to recruit new team members. Based on the feedback... Read more continue reading

2021 Australian Insurance Awards winners announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the winners of the 2021 Australian Insurance Industry Awards. Despite the 2021 Awards evening not proceeding as planned, over 550 registered attendees tuned in to watch the free-to-view awards video. Now in its 17th year, the awards celebrate the accomplishments... Read more continue reading