New scam prevention measures for Westpac customers

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Westpac has announced new digital payment security features to help combat scam losses. In an Australian banking first, Westpac will integrate its sophisticated fraud detection systems with its digital payment... Read more continue reading

10 reasons why an Advisory Practice just stays “practicing”

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Why is an Advisory Practice called a “Practice”? I think it is because more often than not the business is mostly practicing to be a business. When a “practice” has... Read more continue reading

Accounting and financial services finalists announced: 2023 Australian Women’s Small Business Champion Awards

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From thousands of entrants from right across the nation, just 27 have made the Accounting and Financial Services Finalists Lists of the 2023 Australian Women’s Small Business Champion Awards – a prestigious and... Read more continue reading

DNR Capital shortlisted for two prestigious industry awards

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DNR Capital, a leading Australian equities investment manager, has received further recognition for its strong investment outcomes with new award nominations from the industry. These nominations come off the back... Read more continue reading

Allianz Donna Walker Award winners announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the winners of the Allianz Donna Walker Awards. The awards shine a light on individuals... Read more continue reading

Financial plan a must despite removal of SoAs

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Removing lengthy Statement of Advice (SoA) documents does not mean that advisers no longer need to produce a financial plan and regularly review that plan, according to co-chief executive and... Read more continue reading

Consumer protection in action – a practical adviser guide to AFCA and the FSCP

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Protecting consumers through accountability mechanisms Fundamental to any consumer protection framework for advice clients are mechanisms that (a) allow consumer redress for poor outcomes stemming from advice failures, and (b)... Read more continue reading

Financial adviser investment philosophies – the why, what and how

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Experts should have opinions As investment markets continue their rollercoaster ride, and with many developed countries on the cusp of recession, discussions around investment philosophies have ramped up in many... Read more continue reading

Addressing Australians’ financial literacy and the gender literacy gap

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While Australia remains one of the richest nations in the world, a new Econosights report from AMP’s Deputy Chief Economist, Diana Mousina highlights the need to improve financial literacy standards.... Read more continue reading

Ethics and your fiduciary duty

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A financial adviser’s fiduciary duty to their clients is both a legal and ethical requirement. This article, proudly sponsored by GSFM, explores the significance of fiduciary duty in ethical financial... Read more continue reading