CPD: The importance of strong business culture in an ethical advice practice

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A strong business culture has been identified as a critical attribute of an ethical business. This article, proudly sponsored by GSFM, investigates the interrelationship between a strong business culture and... Read more continue reading

CPD: Demystifying guaranteed lifetime income – what your clients need to know

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This year, the first of Gen X will turn 60. Over the coming decade, waves of Gen X Australians will join the baby boomers in enjoying a longer, healthier retirement... Read more continue reading

Winners of 2025 Zenith Fund Awards revealed

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The winners of the 2025 Zenith Fund Awards have been announced at a presentation in Sydney yesterday. The 2025 Fund Manager of the Year went to Ausbil Investment Management Limited. Ausbil... Read more continue reading

Colonial First State partners with University of Sydney to launch Future AI PhD Internship Program

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Eliza Wu Colonial First State (CFS) has announced a strategic partnership with the University of Sydney Business School to launch the CFS Future AI PhD Internship Program, a new initiative... Read more continue reading

There are 2 big questions before you fire a client

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I encourage you to try this: fire a client. It is liberating, and it moves your thinking and sense of self worth onto a different professional plane.  Pretty much everyone who has been... Read more continue reading

Global Investor Study reveals what clients truly value in their advisor relationships

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Key findings Client trust at record levels: Advisors enjoy unprecedented loyalty, with industry NPS hitting 77.7. Peace of mind matters most: When asked how they measure value, clients ranked a “sense of... Read more continue reading

Generation X sitting on untapped wealth

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Generation X are sitting on far more wealth than they realise and are in a strong position to take control of their financial future, but few are doing so strategically,... Read more continue reading

HUB24 launches Engage to drive adviser productivity and transform client reporting 

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HUB24 has launched a new client reporting solution to empower financial advisers to create transparent, engaging and timely reporting for investments held across custody and non-custody assets, delivering clients a... Read more continue reading

Australian attitudes to retirement shift as more people embrace mini retirements

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Retirement, once understood as a single life event bookmarked at the end of a career, is being quietly replaced by a new rhythm: multi retirements. The Rise of Multi Retirements is... Read more continue reading

Winners for the 2025 Australian Alternative Investment Awards announced

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The Alternative Future Foundation, organiser of the Australian Alternative Investment Awards, is delighted to announce the winners of the 2025 Awards, presented at the 24th Annual Hedge Funds Rock fundraising... Read more continue reading