Philanthropy not just for the wealthy  

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Australia has been ranked the fourth most generous country among 119 countries, with three in five Australians making a financial donation to a charity, according to the Charities Aid Foundation... 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

‘Blossom for Kids’ launch opens door for advisers to engage next generation of investors

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Blossom, the award-winning investment app with over $122 million funds under management, has announced the launch of ‘Blossom for Kids’, a new feature enabling adults to open accounts for under-18... Read more continue reading

AI monetisation takes shape – expanding opportunities

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As AI monetisation expands from cloud infrastructure to enterprise software applications, companies have been finding success capturing additional revenue. This is helping broaden the AI investable universe beyond just cloud... Read more continue reading

Adviser succession: What do buyers of financial practices look for?

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The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest... 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ASFA and JANA publish draft Guidance Note to strengthen Investment Management Operational Due Diligence ahead of CPS 230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

“How long will my retirement last?” Longevity insights

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TAL actuaries specialising in retirement have done a deep dive into Australian life expectancy data – uncovering the truth about 5 commonly held life expectancy myths (“the age my parents or... Read more continue reading