CPD: Ethics and moral dilemmas

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When it comes to financial advice, the numbers may be black and white, but the ethical decisions often aren’t. This article, proudly sponsored by GSFM, examines moral dilemmas and the... Read more continue reading

Genesis launches $5,000 MLC prize for startup founders

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A new partnership between Genesis, the University of Sydney’s flagship startup accelerator, and wealth management firm MLC is offering startup founders a $5000 award for excellence in startup financial modelling.... Read more continue reading

CPD: Ethics and inappropriate advice

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Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk... Read more continue reading

CPD: Cookie-cutter financial advice – lessons for advisers

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Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and... Read more continue reading

ASFA and JANA publish draft Guidance Note to strengthen Investment Management Operational Due Diligence ahead of CPS 230

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JANA and the Association of Superannuation Funds of Australia (ASFA) have released a draft Guidance Note on Investment Management Operational Due Diligence for consultation with ASFA’s membership to help the... Read more continue reading

HESTA strengthens stance on gender diversity on release of new investment management survey results

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HESTA is continuing its commitment to progress 40:40 gender balance across its investment value chain* and will look to commit future capital to gender diverse investment teams. The focus comes... Read more continue reading

Is that adviser working for you?

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“Is that adviser working for you?” is a question that is being constantly thrown at consumers, and there is some merit in it. Which financial adviser is going to be... Read more continue reading

Acenda scoops ALUCA Life Insurance Excellence Awards

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Acenda has been recognised for its leadership in claims handling and underwriting, winning four awards at the Australian Life Underwriting and Claims Association (ALUCA) Life Insurance Excellence Awards in Sydney.... Read more continue reading

CPD: Ethics and the advice practice

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When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice.  This article, proudly sponsored by... Read more continue reading