Business Excellence

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

From CFA Society Australia

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

27 Nov 2025

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

From Tony Vidler - Adviser to the Advisers

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

24 Nov 2025

Crypto now a core growth investment for Australians

From Binance Australia

Cryptocurrency has become a core growth allocation for emerging investors looking to build diversified, multi-asset portfolios that deliver long-term wealth creation, according to new research from consumer insight and behavioural... Read more continue reading

24 Nov 2025

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

From The Inside Network

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

20 Nov 2025

Run-off cover or exit fee?

From AMAFA - Australian Mortgage and Financial Advisers

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

18 Nov 2025

CPD: Discretionary trusts, testamentary trusts and tax

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

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

17 Nov 2025

Aged Care Steps announces finalists for 2025 for Aged Care Adviser of the Year Awards

From Aged Care Steps

Aged Care Steps, a leading voice in the aged care advice industry, has revealed the Finalists for this year’s ACS Aged Care Adviser of the Year Awards. Now in their... Read more continue reading

14 Nov 2025

CPD: Managing peers and referral partners in an ethical advice practice

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

Running an ethical and compliant financial advice practice extends far beyond an individual adviser’s desk; it requires meticulous management of the entire professional ecosystem, including colleagues, peers and third-party referral... Read more continue reading

13 Nov 2025

The importance of culture in funds management

From ECP Asset Management

The most important asset that any funds management company has is usually their human capital. For most active fund managers, it’s the people that make the decisions about which companies... Read more continue reading

12 Nov 2025

Are you ‘super shy’? More than 1 in 4 Aussies have never engaged with their fund

From AMP

A quarter of Australians have never engaged with their super fund – and almost half only check in once or twice a year – according to new research from AMP.... Read more continue reading

10 Nov 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]