Best Practice

You are in Business Excellence ⁄ Best Practice (Page 19)

2023 spoils gender economic equality progress in Australia

From Financy Women’s Index

Key points: Progress to gender equality went backwards in 2023 with the Financy Women’s Index (FWX) down 1 point to 75.5 points in the December quarter from 76.5 pts in... Read more continue reading

07 Mar 2024

What is “good content” for advisers to use?

From Tony Vidler - Adviser to the Advisers

Nearly every advisory firm says “we need more prospects“. sure, more prospects helps build a business but what builds a business faster is good prospects who are a right fit,... Read more continue reading

05 Mar 2024

Consumer protection – a practical guide to developing a Vulnerable Client Policy

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

One of the most significant consumer protection challenges within financial advice – and financial services more broadly – is the protection of vulnerable clients. Regulators around the world are becoming... Read more continue reading

04 Mar 2024

Financial advisers problem? Not doing the one thing

From Tony Vidler - Adviser to the Advisers

Advisers have a few problems these days. The biggest financial adviser problem though is getting prospects to engage with us to begin with. Despite a couple of decades of positioning,... Read more continue reading

01 Mar 2024

Martin Currie recognised for Environmental, Social and Governance Investing by Principles of Responsible Investment

From Martin Currie Australia

Martin Currie, the active equity specialist with AUD $31 billion in assets under management, as of December 31 2023, has been awarded the highest possible rating by the Principles of... Read more continue reading

27 Feb 2024

Ethics and recommending listed investments

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

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

13 Feb 2024

New alerts to help stamp out financial abuse

From Westpac Group

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

08 Feb 2024

Complexity in advice – how it undermines financial consumer protection

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

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

05 Feb 2024

Financial advice – 2024 regulation and compliance look ahead

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

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

23 Jan 2024

Ethical practice in the face of financial elder abuse

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

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

22 Jan 2024

FIRST 1...15 16 17 181920 21 22 23...108 LAST

Earn CPD Points

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 [...]