Business Excellence

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ACS Aged Care Adviser of the Year awards nominations now open

From Aged Care Steps

In news much-awaited by the financial adviser community of Australia, the 2025 Aged Care Steps Aged Care Adviser of the Year Awards have been officially launched, celebrating a fourth year... Read more continue reading

26 Aug 2025

IMAP Announces 2025 Managed Account Awards Winners

From IMAP - Institute of Managed Account Providers

The Institute of Managed Account Professionals (IMAP) has announced the Winners of the 2025 IMAP Managed Account Awards across 9 categories. As in previous years, the quality and number of... Read more continue reading

22 Aug 2025

Lonsec secures top spot again: Best Research House four years running

From Lonsec Research

Lonsec Research and Ratings is proud to announce that we have once again been recognised in the 2025 Adviser Ratings Australian Financial Advice Landscape Report as the leading provider of... Read more continue reading

22 Aug 2025

FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice

FNZ, the global wealth management platform, has today announced the global launch of FNZ Advisor AI, a generative AI solution embedded directly into FNZ’s market leading wealth management platform. The... Read more continue reading

21 Aug 2025

21.5 years to close gender pay gap, as Financy Women’s Index warns of a deepening industry divide this Equal Pay Day

From Financy Women’s Index

Today is Equal Pay Day, which marks the 50 additional days women must work each year to earn the same as men, new data reveals Australia is on a 21.5-year... Read more continue reading

19 Aug 2025

AI, cyber threats, and operational risk: businesses must update mindset on managing cyber risk

From HLB Mann Judd Melbourne

Australian businesses are facing a perfect storm of cybersecurity threats, as the rapid adoption of artificial intelligence (AI), ongoing credential-based attacks, and inconsistent governance combine to expose critical vulnerabilities in... Read more continue reading

19 Aug 2025

Why we get fee resistance

From Tony Vidler - Adviser to the Advisers

Whether we like it or not there is always the possibility of fee resistance in delivering financial advice, and how we present our service is a large part of that problem. Price... Read more continue reading

18 Aug 2025

Most bought stocks in new 2026 financial year

The top 10 most bought shares by retail investors at the start of the new financial year comprised mostly resources companies along with a few bank stocks. By contrast, advised... Read more continue reading

14 Aug 2025

CPD: Investor Behaviour – Retirement

From Allianz Retire+

To best understand how and why clients make financial decisions – particularly during retirement – advisers must look beyond technical strategies and consider investor behaviour. Before addressing product selection or... Read more continue reading

07 Aug 2025

Arrow Private Wealth named inaugural Par 5 Member Business of the Year

From Arrow Private Wealth

Arrow Private Wealth, Melbourne-based financial advisory firm has been named the 2024–25 Par 5 Member Business of the Year, recognising its outstanding contribution to the Pancare Foundation’s pioneering Par 5 program... Read more continue reading

07 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 [...]