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Data silos a productivity killer for investment institutions

From State Street

For asset owners and asset managers alike, data silos are a silent productivity killer. The antidote is democratising data. By democratising access to data, institutional investors empower their employees and... Read more continue reading

23 Nov 2023

Building your reputation: Talk about the elephants in the room

From Tony Vidler - Adviser to the Advisers

When accountants struggle to be highly trusted then financial advisers are going to have a real battle doing so. If the accountants only get rated as “Highly trusted” in professional... Read more continue reading

20 Nov 2023

Consumer protection – the financial literacy challenge with older Australians

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

Our ageing population represents one of the most significant policy challenges our nation has faced in decades. The burden on our health and social security systems will grow at the... Read more continue reading

08 Nov 2023

Getting started on the Artificial Intelligence journey – a practical adviser toolkit

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

Unless you have been living on another planet recently, it has been hard to avoid the topic of artificial intelligence. While ‘AI’ has actually been around for a long time,... Read more continue reading

02 Nov 2023

Ethics – The many shades of grey

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

The financial adviser Code of Ethics seeks to impose ethical duties that go above the requirements of the law. While the law may be clear, any aspect that is open... Read more continue reading

01 Nov 2023

Financial advisers should be coaching

From Tony Vidler - Adviser to the Advisers

Coaching is about changing behaviour in order to change results. Advising is telling people what, and perhaps how, something should be done. Advising is basically “having the answer” and telling... Read more continue reading

31 Oct 2023

AMP announces winner of the 2023 University Challenge

From AMP

Angus Uwland, Chaise Murray and James Elsworthy have won AMP’s University Challenge for 2023. The team, from Deakin University in Melbourne, beat over 70 students to claim the top prize... Read more continue reading

24 Oct 2023

Cybersecurity tips for risk management, audit and advisory executives to help bulletproof their clients

From RSM Australia

As Australian companies continue to elevate cybersecurity as a business priority, strategic advisors need to carefully consider the counsel and support they provide to their clients in helping to manage... Read more continue reading

23 Oct 2023

New report on the geopolitics of artificial intelligence

From Lazard Asset Management

Leadership in the development and deployment of AI – for both economic and military purposes – may define the geopolitical pecking order in the 21st century. Key takeaways AI is... Read more continue reading

23 Oct 2023

Cyber awareness improves while accountability lags

From HLB Mann Judd Melbourne

Less than one in five leaders in information technology have ongoing cybersecurity awareness programmes in place, while just a quarter invest in annual cyber training, according to the 2023 HLB... Read more continue reading

20 Oct 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 [...]