Ethics and the professional adviser

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In financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, honesty, integrity and fairness. This article, proudly sponsored by GSFM... Read more continue reading

Systemising trust in client relationships – a practical approach

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Trust is the bedrock of successful financial planning relationships. The establishment of trust between an adviser and client has been proven to facilitate more open and comprehensive communication, allowing the... Read more continue reading

Pensions: end of financial year actions

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Now that the end of the 2022/23 financial year is almost here, superannuation members who are currently receiving pensions need to take certain actions. First: Ensure that the minimum amount... Read more continue reading

The 4-step ethical test for financial professionals

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I attended a Rotary function as a guest and ‘discovered’ the best ethical test I’ve ever heard. When I say ‘discovered’, I personally didn’t discover anything at all…but I was... Read more continue reading

Graduates upbeat about career prospects: Survey

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The global Graduate Outlook Survey 2023 has been released by CFA Institute, the global association of investment professionals, reveals the most important factor Australian graduates seek in a job is... Read more continue reading

Advice firms must be vigilant in finding outsourcing partners

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As more Australian advice firms seek business process outsourcing (BPOs) partners amid a local staffing shortage, they should be vigilant in finding the right partner that aligns with their values,... Read more continue reading

Claims and underwriting stars recognised at ALUCA Awards

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MLC Life Insurance was recognised last night for its underwriting and claims excellence after receiving three awards at the prestigious Australian Life Underwriting and Claims Association (ALUCA) Life Insurance Excellence... Read more continue reading

Ethics, informed consent and the Statement of Advice

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In today’s complex financial landscape, seeking guidance from a professional financial adviser has become increasingly important. This article, proudly sponsored by GSMF, examines the relationship between an SOA, informed consent... Read more continue reading

Women’s ambition stymied by promotion bias in financial services

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Women in the Australian financial services sector are less likely to be promoted due to systemic gender bias, reducing their ability to navigate their chosen career path and realise their... Read more continue reading

Implementing a hybrid digital advice strategy – an adviser guide

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While, at the time of writing, the Federal Government was yet to respond to Michelle Levy’s QAR recommendations, there is little doubt about the growing role for digital advice in... Read more continue reading