CPD: The fiduciary mandate and ethics in financial advice

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Today’s financial adviser stands as a true professional partner; a fiduciary whose primary purpose is to empower clients to achieve their life goals and financial objectives. This article, proudly sponsored... Read more continue reading

CPD: 2026 super switching reforms – process and compliance implications

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Superannuation switching – so hot right now Superannuation switching is arguably the hottest topic in financial advice right now. It is at the centre of narratives around high-profile advice and... Read more continue reading

The 4 key levers that create great capital value for an advisory firm

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Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical... Read more continue reading

Why settle for average Adviser performance when you could be outstanding?

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Advisers frequently settle for being average, and it is definitely not because they want to be average but because they don’t really know what it takes to elevate their performance... Read more continue reading

CPD: The importance of ethics to your advice practice

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Ethics in financial advice isn’t just about ‘doing the right thing’ to sleep better at night, it’s the fundamental bedrock of a sustainable business model. In this article, proudly sponsored... Read more continue reading

CPD: ASIC’s RG 234 Review – a wake-up call for adviser marketing

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ASIC brings financial advertising into the 2020s Comparing the financial advice profession with the advertising industry is a bit like comparing the Post Office with the Beatles – they are... Read more continue reading

Organisations overlook AI risk as governance fails to keep up

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Global AI security leader TrendAI™ has published new research revealing that organisations worldwide are pushing ahead with AI deployment despite known security and compliance risks. The new global study[1] of... Read more continue reading

Helping clients navigate the tricky terrain of mental health claims

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Many insurance claims begin with a defining event. A diagnosis. A surgery. An accident. From there, there’s often a predictable path to recovery – a roadmap clients can follow with... Read more continue reading

Cyber security and lifetime income products emerge as critical tests for super funds

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Cyber security and the ability of a super fund to deliver reliable lifetime income for those in decumulation phase are emerging as the two key tests of whether funds are... Read more continue reading

Australia’s gender equality progress hits two-year low as women act as ‘pressure valve’ for economic uncertainty

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While the Australian economy continues to show surprising resilience in the face of high interest rates, the latest Financy Women’s Index (FWX) reveals that women are paying a disproportionate price... Read more continue reading