Best Practice

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Imagine if we really were 100% honest with clients

From Tony Vidler - Adviser to the Advisers

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

15 Dec 2023

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

From Aged Care Steps

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

11 Dec 2023

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

From GBST

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

11 Dec 2023

A practical guide to aligning financial goals with personal values

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

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

05 Dec 2023

The ethical consequences of inappropriate advice

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

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

04 Dec 2023

Financial Advice Regulatory Digest – through a consumer protection lens

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

Introduction Along with disclosure, financial literacy, and financial advice, financial services regulation is one of the four accepted pillars of financial consumer protection[1]. Staying abreast – and ideally ahead –... Read more continue reading

04 Dec 2023

The value of advice – harness your expertise

From AdviserVoice - this article is proudly brought to you by Russell Investments

The value of advice cannot always be readily quantified. It’s so much more than simply making money for clients, although that is a key factor. Being able to articulate value... Read more continue reading

30 Nov 2023

Responsible investing advice key to intergenerational wealth transfer

From Australian Ethical Investment

Financial advisers who actively encourage clients’ children to be involved in the wealth-transfer process had higher retention rates and reported increases in client satisfaction, according to a new whitepaper published... Read more continue reading

28 Nov 2023

Westpac joins Australian banks to combat scams

From Westpac Group

Westpac has joined forces with Australian banks to implement an industry-first Scam-Safe Accord which will provide better protection for customers in the fight against scams. An initiative led through the... Read more continue reading

27 Nov 2023

ANZIIF Reveals Winners of 11th 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 delighted to announce the winners of the 11th New Zealand Insurance Industry Awards. The industry’s ‘night of nights’,... Read more continue reading

27 Nov 2023

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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 [...]