TAL awarded for active commitment to achieving gender equality for the eighth year

From

Australian life insurer, TAL, has been recognised as one of Australia’s leading promoters of workplace equality after being named an Employer of Choice for Gender Equality for the eighth consecutive... Read more continue reading

The unethical client

From

The industry media regularly publishes stories in which an absence of ethical behaviour is apparent. However, about those situations where a financial adviser is instructed by a client, but cannot... Read more continue reading

Make your advice irresistible, and your clients will reap the rewards

From

It’s easy to take a ‘glass half empty’ perspective when surveying the current landscape of financial advice; Increasing cost pressures, falling adviser numbers, a regulatory tsunami that politicians on both... Read more continue reading

UniSuper wins 5 stars in 2022 Canstar Superannuation Awards

From

UniSuper, the $110 billion fund now open to all Australians, has been awarded a 5-Star Rating for Outstanding Value in Canstar’s 2022 Superannuation Awards. This award cements UniSuper’s position as... Read more continue reading

Close the advice intent/action gap by understanding the stages of behavioural change

From

Mind the (implementation) gap In a financial advice context, the gap between client intentions and action is nothing new. In a macro sense, we see this gap play out before... Read more continue reading

Lonsec announces staff can work from anywhere in the world

From

Research House Lonsec has announced significant changes to its working policies, in response to the insights gained during the COVID shutdown and feedback from its staff. The necessity of working... Read more continue reading

Stewart Investors take out top sustainability gong at the 2022 Morningstar Australia Awards

From

Stewart Investors Sustainable Funds Group has won the inaugural Fund Manager of the Year – Sustainable Investing category at the 2022 Morningstar Australia Awards. Stewart Investors is the first fund... Read more continue reading

Bentham Global Income Fund awarded Morningstar Australia Fund Manager of the Year – Fixed Interest, 2022

From

Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has awarded Bentham Asset Management, a leading specialist global fixed interest and credit... Read more continue reading

Sophisticated investors – An essential guide for financial advisers

From

Who are Sophisticated Investors? One of the more evergreen topics in financial advice circles is ASIC’s ‘Sophisticated Investor’ definition. It’s a topic that has received even more prominence in the... Read more continue reading

Ethics and your practice

From

The Financial Planners and Advisers Code of Ethics 2019 (Code of Ethics) is a set of standards and core values designed to encourage higher standards of behaviour and professionalism from financial advisers... Read more continue reading