BackPro AI wins prestigious MLC Financial Clarity Prize at Genesis Finale

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BackPro AI, an innovative AI startup, has been named the winner of the inaugural MLC Financial Clarity Prize, taking home $5,000 at the Genesis Awards Night hosted by the University... Read more continue reading

Fitzpatricks launches adviser’s guide to building a national advice firm

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Fitzpatricks Advice Partners has released a practical guide on how to build a national advice firm, targeting principal advisers looking to scale their business and grow in order to serve... Read more continue reading

Hamilton Lane named Best Place to Work in Money Management for 14th Consecutive Year

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Leading private markets investment management firm Hamilton Lane (Nasdaq: HLNE) has been named a “Best Place to Work in Money Management” by Pensions & Investments for the 14th consecutive year.... Read more continue reading

Aged Care Steps announces winners of 2025 Aged Care Adviser of the Year Award

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Aged Care Steps has revealed the winners of the 2025 Aged Care Adviser of the Year Awards, celebrating advisers who are lifting the standard of aged care advice across Australia.... Read more continue reading

CPD: The retirement roadmap – helping clients navigate the stages of retirement

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Retirement marks a truly significant transition in one’s life, representing the culmination of years of hard work, diligent saving, and careful financial planning. This period is far more than just... Read more continue reading

CFA Society Australia commemorates one-year milestone of the Inclusion Code with eight inaugural signatories

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CFA Society Australia is proud to announce that eight organisations across super funds, asset managers, and consultants have adopted the voluntary CFA Institute Inclusion Code (Australia). Grounded in global standards,... Read more continue reading

The importance of frequent client contact: An easy way to work out how to express the value of your advice

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When it comes to valuing your advice to clients what is a “fair” rate or price?  $100 per hour seems pretty cheap for any professional – plumbers cost more than... Read more continue reading

Inaugural ‘40 Under 40’ awards shortlist unveiled to recognise the next gen financial advisers

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The Inside Network has announced the inaugural shortlist for its 40 Under 40 Awards, revealing 40 standout young professionals who represent the emerging leadership of Australia’s wealth management industry. The... Read more continue reading

Run-off cover or exit fee?

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Licensees who dress exit fees up as professional indemnity (PI) run-off cover fail the transparency test and undermine adviser trust, according to AMAFA managing director Keith Marshall. “When licensees label... Read more continue reading

CPD: Discretionary trusts, testamentary trusts and tax

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Trusts are often perceived as tools exclusively for the extremely wealthy. However, they are accessible to a broad spectrum of clients and serve numerous purposes, most notably effective tax management.... Read more continue reading