Business Excellence

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AstuteWheel revolutionises client engagement platform

From AstuteWheel

AstuteWheel has leveraged cutting-edge technology and brought its development team in-house, to revolutionise its leading financial advice client engagement platform. ‘We have completely rebuilt our offer on a new platform,... Read more continue reading

23 Oct 2024

Munro Partners wins at the Australian Fund Manager Awards

From Munro Partners/GSFM

Munro Partners has won Best Australian Based Global Equity Manager at the 2024 Australian Fund Manager Awards. The Australian Fund Manager Awards is in its 25th year. The awards celebrate... Read more continue reading

21 Oct 2024

Zenith reveals winners of 2024 Fund Awards

From Zenith Investment Partners

The winners of the 2024 Zenith Fund Awards have been announced at a presentation in Sydney last week. The annual awards recognise the best in funds management across various major... Read more continue reading

21 Oct 2024

Australians are ignoring the golden rules of investing

From HSBC

As cost-of-living pressures continue, Australians’ investing habits are shifting as they are diversifying less and more frequently seeking the familiarity of their home market, according to HSBC’s third Investor Insights Survey[1].... Read more continue reading

16 Oct 2024

Women need a safety net from life insurance during cost of living perfect storm

From 89 Degrees East

There’s nothing new to say about the cost-of-living pressures. It’s here, it’s real, and it’s being felt by individuals and families across the country, even those with well-paid full time... Read more continue reading

15 Oct 2024

COP16 to challenge governments to deliver on Biodiversity Plan

From Federated Hermes International

The Biodiversity COP16 Summit will take place in Cali, Colombia between 21st October and 1st November 2024. Sonya Likhtman, Associate Director – Engagement at Federated Hermes Limited, sets out her expectations of... Read more continue reading

15 Oct 2024

Financial stress among working Australians at ‘decade highs’

From AMP Bank Limited

Key insights 1 in 3 Australians feel financially secure, down from half during the pandemic 1 in 3 Australians have cancelled streaming subscriptions and gym memberships, with more Australians turning... Read more continue reading

09 Oct 2024

Organisations are ramping up efforts to meet sustainability targets, despite geopolitical challenges

From Capgemini Research Institute

Organisations continue to make progress in their sustainability initiatives, despite facing geopolitical challenges. Regulation and technology are proving to be a vital part of this progress, with two thirds of... Read more continue reading

07 Oct 2024

Annual Greening Finance Prize – Oxford University announces winners

From Insight Investment

The University of Oxford has announced the winners of the ‘Insight Investment – University of Oxford Prize for Greening Finance’, the preeminent prize for this important area of research and... Read more continue reading

04 Oct 2024

Australians are falling short on their financial dreams

From MLC

Key points: According to the 2024 MLC Financial Freedom Report, more than half of Australians (53%) regularly think about their dreams, but only one in three (34%) are taking steps... Read more continue reading

03 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 [...]