Business Excellence

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Majority of banks and insurers struggle to maximise the value from their cloud investments

From Capgemini Research Institute

The Capgemini Research Institute’s World Cloud Report for Financial Services 2025, published yesterday, reveals a clear divide between how traditional and new-age financial institutions[1] view their cloud technology investments. Most... Read more continue reading

15 Nov 2024

HNW clients demanding more access to Alternative Assets – but a third of advisers find it hard to give them what they want

High New Worth (HNW) investors increasingly seek the diversification and return advantages of Alternative Assets. Yet one-third of advisers find it difficult to give them access to those assets according... Read more continue reading

15 Nov 2024

HLB 2024 Cybersecurity Report reveals rising AI risks

From HLB Mann Judd

Businesses using AI without proper controls in place, coupled with a rising number of cyberattacks, means Australian organisations are facing a confluence of cybersecurity challenges, according to the HLB 2024... Read more continue reading

14 Nov 2024

Do longer SOAs break the law? When is an ROA more appropriate? (And other key questions about the communication of advice)

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Russell Investments

Introduction Disclosure is recognised as a key pillar of financial consumer protection. Transparent communication around product features, fees, and investment performance obviously helps consumers make informed choices when deciding to... Read more continue reading

11 Nov 2024

AI recognised as key to broadening access to financial advice

From DASH Technology Group

DASH Technology Group (DASH) has been awarded the AI Innovator – Information Technology Award at the Australian AI Awards, recognising its commitment to technology and innovation in the financial services... Read more continue reading

08 Nov 2024

Specialist expertise becomes essential as financial advice grows more complex, poll finds

From Viridian Financial Group

Key points 93% of advisers found that the skill set required for financial advice has become more complex over the past five years. 79% of advisers say access to specialists is crucial... Read more continue reading

07 Nov 2024

Ethics and Self-Managed Super Funds

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

At $3.9 trillion[1], Australia’s superannuation sector is one of the world’s largest. Representing approximately 25 percent of this are SMSFs, which are subject to many rules and regulations. This article,... Read more continue reading

04 Nov 2024

AMP announces winner of the 2024 University Challenge

From AMP

Jack Weiland, Jordan Bertucci and Ryan Auwardt have won AMP’s University Challenge for 2024. The team from Deakin University was one of eight finalists taking part on the day. Now... Read more continue reading

01 Nov 2024

Impending Great Wealth Transfer threat to advisers

From Natixis Investment Managers

With an estimated $3.5 trillion set to transfer over the next 25 years[1] four in ten Australian financial advisers confirm the generational wealth transfer is a threat to their business, and... Read more continue reading

31 Oct 2024

ClearBridge Investments wins Zenith Fund Award for infrastructure excellence

From Zenith Investment Partners

ClearBridge Investments Limited, has been awarded the prestigious Zenith Fund Award in the infrastructure category for 2024. The annual Zenith Fund Awards recognise outstanding performance and leadership across all asset... Read more continue reading

24 Oct 2024

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Earn CPD Points

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 [...]