Best Practice

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How “personal” should your personal service be?

From Tony Vidler - Adviser to the Advisers

It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a... Read more continue reading

01 Mar 2017

Electronic signatures: the cases have begun

From Townsends Business & Corporate Lawyers

A director’s electronic signature placed on a guarantee without his knowledge led to court action by a company seeking recovery of a debt from the director personally. In Williams Group... Read more continue reading

28 Feb 2017

Buy/sell agreements and succession planning

From The Fold Legal

Businesses who fail to plan for death or serious illness of a principal may live to regret it! Imagine this – one of your co-owners falls seriously ill and needs... Read more continue reading

24 Feb 2017

Mentor Education enrolments reflect positive industry response to adviser education legislation says Dr Sinclair

From Mentor Education Group

Mentor Education founder and MD Dr Mark Sinclair has announced that the passing into law of the federal government’s professional standards for financial advisers’ legislation earlier this month has been... Read more continue reading

22 Feb 2017

Client first – ethics in the post FOFA world

From OpenMarkets

For most people, the concept of acting in a client’s best interests, the requirement to behave fairly and ethically in the provision of financial advice, is indisputable. OpenMarkets examines the... Read more continue reading

21 Feb 2017

2017 – the year of goals-based advice

“Goals-based investing”: it’s a concept that’s gaining increasing currency in investment and financial planning circles and attracting more and more attention. And, when you look at its underlying precepts, how... Read more continue reading

15 Feb 2017

The pyramid business and government models just don’t work says Paul Tynan

From Connect Financial Services Brokers

Although the New Year is now well underway, the debate that vertical integration leads to poor quality of advice and advice that is not in the best interest of clients... Read more continue reading

15 Feb 2017

Avoiding career crash and burn – Part three

From Peter Dawson - The Dawson Partnership

In Part three of this article we will focus on the value of having a coach or mentor as a part your risk management strategy. The role of coaches and... Read more continue reading

14 Feb 2017

New research reveals key to the perfect ‘marriage’ between professional firms and graduates

From Grad Mentor

Graduate talent firm, Grad Mentor, is helping to bridge the divide between graduate and employer expectations in the financial services industry, revealing the key drivers of successful relationships in its... Read more continue reading

14 Feb 2017

Avoiding career crash and burn – Part two

From Peter Dawson - The Dawson Partnership

In the first part of this article we discussed the importance of including a risk management framework in your career strategy to ensure that your career remains on track. In... Read more continue reading

31 Jan 2017

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Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]