CPD: Ethics and recommending listed investments

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Despite volatile markets, Australian investors continued their love of ETFs. In fact, the Australian ETF industry recorded its highest annual increase in funds under management over 2023[1]. This article, proudly... Read more continue reading

New alerts to help stamp out financial abuse 

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Westpac is doubling down on its efforts to protect customers with the launch of new alerts that will help identify potential power of attorney abuse. The new detection capability will... Read more continue reading

CPD: Complexity in advice – how it undermines financial consumer protection

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Adviser’s don’t need to be reminded how complex the world they operate in is. Financial products, regulations, advice processes and documents are all inherently complex. The deep irony is that... Read more continue reading

CPD: Financial advice – 2024 regulation and compliance look ahead

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Introduction For financial advisers, 2024 promises to be another busy year from a regulation and compliance perspective. But with the government response to the Quality of Advice Review grabbing most... Read more continue reading

CPD: Ethical practice in the face of financial elder abuse

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As Australia’s population ages, it is anticipated that the incidence of elder abuse will increase. This includes financial abuse, which needs to be identified and appropriately managed by financial advisers.... Read more continue reading

Imagine if we really were 100% honest with clients

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We are expected to be 100% honest with clients, and total honesty with clients is a wonderful concept but 100% honesty in all things with our clients would kill the... Read more continue reading

Aged Care Steps announces finalists for 2023 Aged Care Adviser of the Year Awards

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Industry leader Aged Care Steps has announced the Finalists for this year’s ACS Aged Care Adviser of the Year Awards. The awards aim to recognise and champion the significant work... Read more continue reading

Digital advice technology is key to providing quality and affordable financial advice at scale

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Global Wealth & Advice Tech company GBST welcomes the Government’s commitment to making financial advice more accessible and affordable for millions of Australians, as part of the ‘Delivering Better Financial... Read more continue reading

CPD: A practical guide to aligning financial goals with personal values

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Introduction One of the most enduring narratives within financial advice is the question of value – what is the real value of financial advice? Various individuals and groups have attempted... Read more continue reading

CPD: The ethical consequences of inappropriate advice

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The Australian Financial Complaints Authority (AFCA) has opened a consultation into how it determines compensation for complaints involving financial advisers. A week or two before that announcement was made, AFCA’s... Read more continue reading