Business Excellence

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Digital advice still a grey area for advisers

From DASH Technology Group

DASH Technology Group (DASH) has published a thought piece, Digital Advice: Redefining Accessibility, Affordability, and Scale in Financial Advice, which delves into the true nature of digital advice and its misconceptions.... Read more continue reading

18 Sep 2025

FinClear appointed by Netwealth to provide individual HIN data and trading capability

FinClear, Australia’s leading independent technology and infrastructure provider for financial market access, has announced a new partnership with Netwealth, an ASX 100 company and one of Australia’s fastest growing wealth... Read more continue reading

15 Sep 2025

CPD: Ethics and estate planning

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

Estate planning sits at the intersection of finance, law and family. For advisers, it brings unique ethical challenges: how to respect the wishes of a client while also acknowledging the... Read more continue reading

11 Sep 2025

PPS Mutual launches Risk Practice of the Year Award, a landmark recognition for advice firms

From PPS Mutual

Specialist risk insurer PPS Mutual has launched the inaugural 2026 PPS Mutual Risk Practice of the Year Award. This landmark award celebrates excellence in risk advice nationwide. The award will spotlight... Read more continue reading

10 Sep 2025

Tax reform and super strategies will help close lifetime wealth gap

From Financy Women’s Index

Australia has accelerated progress in gender financial equality in the June quarter, driven by a record-low gender pay gap and strong employment conditions for women, according to the latest Financy... Read more continue reading

09 Sep 2025

AFCA named Australia’s Best Workplace for Fathers

From AFCA - Australian Financial Complaints Authority

The Australian Financial Complaints Authority (AFCA) has been named Australia’s Best Workplace for Fathers at the 2025 Australian Fathering Awards. Organised by The Fathering Project, the awards celebrate individuals and organisations... Read more continue reading

08 Sep 2025

Wealth and asset management leaders launch global study on AI and transformative technologies reshaping the investment industry

From ThoughtLab

As AI innovation enters the agentic AI era, ThoughtLab, a leading global research firm, has launched a landmark study with top firms providing services to the wealth and asset management industry, including FNZ, Grant... Read more continue reading

05 Sep 2025

AMP Bank GO not fooled by fake wannabes: Video selfies stopping fraudsters in their tracks

From AMP Bank Limited

Since its launch in February, AMP Bank GO has been making headlines for its tough stance on fraud. In this time, its numberless debit cards have made it virtually impossible... Read more continue reading

01 Sep 2025

Clients want confidence and control – not just returns

From Russell Investments

Australians working with financial advisers say the greatest value they receive isn’t just investment returns – it’s confidence, control, and peace of mind, according to new research from Russell Investments,... Read more continue reading

29 Aug 2025

GBST completes multimillion-dollar APAC Composer upgrade, unifying global platform and accelerating client innovation

From GBST Wealth Management

GBST, a leading global provider of wealth management and advice solutions technology, has completed the multimillion-dollar upgrade of its Composer platform across the APAC region – the final step in... Read more continue reading

28 Aug 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 [...]