Winners of AFA Great Advice Awards announced

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The Association of Financial Advisers (AFA) has announced the winners of the AFA Great Advice Awards, supported by Sunsuper. Speaking at the AFA’s recent EVOLVE Conference, AFA National President, Michael... Read more continue reading

Allianz Donna Walker award winners to be announced at Women in Insurance virtual panel

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As part of ANZIIF’s Women in Insurance month initiative, ANZIIF is hosting a panel of industry leaders to talk through contributions to innovation and technology in insurance. The Women in... Read more continue reading

The myth of independent advice

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The search for ‘independent’ advice is rather like the Quest for the Holy Grail. It doesn’t exist. The search is fruitless and doomed because there is no Holy Grail. Independent... Read more continue reading

2021 Household Capital Three Pillars Forum demands holistic retirement funding solutions

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Household Capital Three Pillars Forum Demands Holistic Retirement Funding Solutions September 16, 2021 The 2021 Household Capital Three Pillars Forum was held on September 16 and attended by hundreds of... Read more continue reading

XY Adviser named as finalist in the 2021 Sydney City Business Awards

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XY Adviser, an exclusive online community for the financial advice industry, has been named as a finalist in the category of ‘Excellence in Innovation’ for the 2021 Sydney City Business... Read more continue reading

Message understood? Key considerations and steps when providing financial advice to vulnerable clients

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Introduction Amidst an overall increased media and regulator focus on financial consumer protection, especially post the Hayne Royal Commission, the spotlight on ‘vulnerable’ financial consumers has become especially intense. Our... Read more continue reading

Financial services industry invited to join the 2021 Household Capital Three Pillars Forum 

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The 2021 Household Capital Three Pillars Forum will be hosted by Ali Moore and broadcast on September 16 from 9.30am to 1.30pm. Entry to the online event is free of... Read more continue reading

Australian Insurance Industry Awards finalists announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the finalists of the Australian Insurance Industry Awards 2021. Now in its 17th year, the... Read more continue reading

Challenges ahead but MDS survey confirms self licensees are optimistic about the future

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A recent survey of My Dealer Services Pty Ltd (MDS) national network of self-licenced financial advice practices confirmed that despite the upheavals and disruptions of the past few years (including... Read more continue reading

M&A set to surge on greater business certainty

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Despite a marked drop in M&A activity during the last quarter of FY20, local and global markets have proven their resilience in the period since with a notable uptick in... Read more continue reading