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ANZIIF announce winners of the 12th New Zealand Insurance Industry Awards

From ANZIIF - Australian and New Zealand Institute of Insurance and Finance

The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is proud to reveal the winners of the 12th New Zealand Insurance Industry Awards. The Awards celebrate the remarkable... Read more continue reading

25 Nov 2024

Aged Care Steps announces the winners of this year’s Aged Care Adviser of the Year Awards

From Aged Care Steps

Aged Care Steps (ACS) announces the winners of this year’s Aged Care Adviser of the Year Awards, recognising excellence in the industry across two main categories, with the addition of... Read more continue reading

22 Nov 2024

Barron’s ranks Charlie Viola among Australia’s leading financial advisers

From Viola Private Wealth

Viola Private Wealth Executive Chair and Founding Partner, Charlie Viola, has been ranked fifth on Barron’s list of Australia’s Top Financial Advisers – the sixth consecutive year he has been... Read more continue reading

22 Nov 2024

HSBC warns customers to be alert to investment scams

From HSBC

As scammers look at new ways to trick consumers into stealing their hard-earned cash, HSBC is warning customers to be extra vigilant when undertaking investments. According to the National Anti-Scam... Read more continue reading

19 Nov 2024

Open Banking – increase client personalisation and your profitability

The rise of Open Banking in the financial services industry The global rise of open banking has been driven by technological advancements and changing consumer expectations. Innovations in artificial intelligence... Read more continue reading

18 Nov 2024

Do longer SOAs break the law? When is an ROA more appropriate? (And other key questions about the communication of advice)

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Russell Investments

Introduction Disclosure is recognised as a key pillar of financial consumer protection. Transparent communication around product features, fees, and investment performance obviously helps consumers make informed choices when deciding to... Read more continue reading

11 Nov 2024

AI recognised as key to broadening access to financial advice

From DASH Technology Group

DASH Technology Group (DASH) has been awarded the AI Innovator – Information Technology Award at the Australian AI Awards, recognising its commitment to technology and innovation in the financial services... Read more continue reading

08 Nov 2024

Specialist expertise becomes essential as financial advice grows more complex, poll finds

From Viridian Financial Group

Key points 93% of advisers found that the skill set required for financial advice has become more complex over the past five years. 79% of advisers say access to specialists is crucial... Read more continue reading

07 Nov 2024

Ethics and Self-Managed Super Funds

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

At $3.9 trillion[1], Australia’s superannuation sector is one of the world’s largest. Representing approximately 25 percent of this are SMSFs, which are subject to many rules and regulations. This article,... Read more continue reading

04 Nov 2024

AMP announces winner of the 2024 University Challenge

From AMP

Jack Weiland, Jordan Bertucci and Ryan Auwardt have won AMP’s University Challenge for 2024. The team from Deakin University was one of eight finalists taking part on the day. Now... Read more continue reading

01 Nov 2024

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]