Business Excellence

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Winners of 2019 Consumer Choice Awards announced

From AFA - Association of Financial Advisers

BT Financial Group (BT) has won The Association of Financial Advisers (AFA) and Beddoes Institute (Beddoes) 2019 Consumer Choice Award. OnePath Life and Clearview were runners-up. AFA CEO Philip Kewin... Read more continue reading

15 Nov 2019

Examining board gender diversity and equity market performance

From Eaton Vance

Do gender-diverse boards and executive teams really make a financially material difference to companies and capital markets? “While numerous studies in recent years point to “yes,” we decided to put... Read more continue reading

12 Nov 2019

Ethics is good for business – at last the message is getting through

From DifferenThinking

The message that ethical behaviour and making decisions based on what is best in the long-term for an organisation’s reputation, financial welfare and sustainability is getting through said Dr Zivit... Read more continue reading

11 Nov 2019

Understanding the client buying journey will get you more of them

From Tony Vidler - Adviser to the Advisers

The decision-making process – or buying journey as it has become known – that prospective clients go through today is complex, time-consuming for all parties, and is also often an... Read more continue reading

05 Nov 2019

The 9 building blocks of a business which will stand the test of time

From Tony Vidler - Adviser to the Advisers

When it comes to building something to last the ancient civilisations can teach us a thing or two. Anybody who has had the privilege of seeing the Great Pyramids up... Read more continue reading

01 Nov 2019

Inequalities continue to hinder financial progress of Australian women

From Financy Women’s Index

Australian women made further financial progress in the September quarter but continue to be held back by a 193-year wait for gender equality in unpaid work. The latest measure of... Read more continue reading

01 Nov 2019

A different way to articulate your value? Could it work for you?

From SRS Coaching & Consulting

What you say about your business isn’t nearly as important as what others say about you. Would you agree? I’ll assume you agreed! So, knowing that what others say about... Read more continue reading

31 Oct 2019

Open Banking Regime made easy by award winning fintech software

From University of Sydney

Regulations allowing consumers to have greater access to data held by financial institutions will benefit the entire economy, according to the winner of the University of Sydney Business School’s first... Read more continue reading

30 Oct 2019

Ethics and financial abuse – responsibilities and strategies for financial advisers

From AdviserVoice - This Ethics article is proudly brought to you by GSFM

It’s hard to imagine, but statistics show up to 10 per cent of older Australians experience elder abuse. This may be financial, legal, emotional, physical or plain neglect. Sadly, much... Read more continue reading

29 Oct 2019

Financial planning practices can excel in the new era of advice – but growth must be the focus

From Cardena Private Wealth

Generally speaking, boutique financial planning practices can excel and prosper in the new era of advice, however the rules have changed and standing still or staying small, is no longer... Read more continue reading

23 Oct 2019

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Earn CPD Points

CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]