Activam announces winners of the 2024 Impact Awards

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Activam is delighted to announce the winners of the 2024 Impact Awards, revealed during the 2024 act Conference Charity Gala Dinner and Awards Night. The Impact Awards celebrate exceptional achievements... Read more continue reading

Gender norms continue to hamper progress on financial equality despite gains in pay, participation & Paris

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Key points Progress to gender equality stalled in the June quarter of 2024 with the FWX slipping by 0.2 points to 77.5 points out of a score of 100. A... Read more continue reading

Industry-first: Gallagher Bassett Australia offers paid leave for reproductive health

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Gallagher Bassett Australia, a leading provider of claims and risk management services, has launched a paid reproductive leave policy in a first for the insurance and financial services industry. The... Read more continue reading

Innova wins IMAP award for multi-asset managed account

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Innova Asset Management has won the multi-asset award at this year’s IMAP Managed Account Awards with the judges noting the firm’s standout competence in asset allocation expertise, risk management and... Read more continue reading

Ethics and referrals

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Most financial advice practices have referral partners they send business to or receive business from. You may also use a number of third party outsource providers for non-client facing elements... Read more continue reading

How advisers can better navigate the rise of wealthy female investors

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There have been significant changes over the past few decades with respect to female participation in the workforce and higher education – and indeed in investing, notes AUSIEX. Although females... Read more continue reading

Grow great people if you want to grow a great business

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It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process.  If... Read more continue reading

Class launches enhancement to support accountants with recent ATO Trust Income Schedule requirements

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Class has launched an enhancement to its trust accounting and administration software cloud solution, Class Trust, which automatically generates the new Australian Taxation Office (ATO) Trust Income Schedule (TIS), eliminating the... Read more continue reading

Alvia Asset Partners wins Boutique Licensee Managed Account Award at IMAP 2024

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Family office investment manager Alvia Asset Partners (Alvia) is pleased to announce that it has been awarded the Boutique Licensee Managed Account Award at The Institute of Managed Accounts Professionals... Read more continue reading

Voting now open for the Activam 2024 Impact Awards

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Activam Group has announced the finalists for the Activam 2024 Impact Awards. The ‘Activam 2024 Impact Awards’ aim to celebrate excellence and impactful achievements in wealth management and financial services.... Read more continue reading