Business Excellence

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CPD: Transparency and communication – making the value of advice visible (Part 2)

From AdviserVoice - this CPD article is proudly brought to you by Russell Investments

A perennial challenge for advisers, and indeed the advice profession overall, is to articulate the value of financial advice. From a client’s perspective, advice can seem like a complex, jargon... Read more continue reading

01 Dec 2025

Financy Women’s Index hits fresh high on improved female underemployment and closing of gender gap in superannuation

From Financy Women’s Index

Australia’s progress toward financial gender equality has reached a new high, with the latest Financy Women’s Index (FWX) hitting 79.44 points in the September quarter. The result, up from 79.32... Read more continue reading

27 Nov 2025

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

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CPD: Currency risk – friend or foe?
In today’s interconnected world, global companies play a significant role in our daily lives. However, when Australian investors allocate their capital to global markets, they are exposed not only to [...]
CPD: Ethics and moral dilemmas
When it comes to financial advice, the numbers may be black and white, but the ethical decisions often aren’t. This article, proudly sponsored by GSFM, examines moral dilemmas and the [...]
CPD: Jump in my CAR. Client Advice Records – why, what, how
Introduction The forthcoming replacement of Statements of Advice (SOAs) with Client Advice Records (CARs) has once again shone a spotlight on the vexed issue of client communication within financial advice. [...]
CPD: Investor Behaviour – Retirement
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 [...]
CPD: A star is (re)born – Investment Bonds are the new headline act of tax-smart investing
Introduction Tax-smart investing is one of the central pillars of quality, effective, financial advice. The capacity for tax to drag on investment returns, stifle compounding, and eat away at gains [...]