Business Excellence

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Client first – ethics and best interests

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

When providing financial advice, acting in a client’s best interests isn’t just a regulatory requirement, it is the cornerstone of a trusting and successful advisory relationship. This article, proudly sponsored... Read more continue reading

02 Oct 2024

A new era for contract paraplanning services: Clinton and Chloe Weekes take the helm

From CPS

Clinton and Chloe Weekes proudly announce their acquisition of Contract Paraplanning Services (CPS) from Hayley Knight, a transformative move set to redefine the paraplanning industry. This exciting new chapter blends... Read more continue reading

27 Sep 2024

Study reveals Age Pension is not enough – even for homeowners

From Challenger Limited

With inflation pushing living costs higher, covering daily expenses and planning for the future continues to be a major concern for older Australians, according to new research by National Seniors... Read more continue reading

26 Sep 2024

Australians more pessimistic about their financial future, as satisfaction with standard of living continues to decline

From Ipsos

The proportion of Australians satisfied with their standard of living continues to decline as cost-of-living pressures remain consistently high, the latest wave of the Ipsos Financial Circumstances Report has found. This finding... Read more continue reading

25 Sep 2024

Client complaints: Fight it, or just fix it?

From Tony Vidler - Adviser to the Advisers

Client complaints are a fact of life. It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and... Read more continue reading

24 Sep 2024

Australians overlooking value of mateship in era of uncertainty

From HSBC

Key Points 90% of Australians say we are living through an era of rapid change; over a third of Australians (34%) say uncertainty keeps them from living a full life... Read more continue reading

23 Sep 2024

DNR Capital named finalist in 2024 Zenith Fund Awards

From DNR Capital

DNR Capital, one of Australia’s leading equities fund managers, is pleased to announce that they have been named a finalist in the Australian Equities – Small Cap category for the... Read more continue reading

18 Sep 2024

Why set up an ongoing charitable trust rather than a regular trust before you die?

From Equity Trustees

While Australians are generous with their money while they are alive, they are missing the opportunity to keep on giving when they have passed away, sometimes even leaving their inheritance... Read more continue reading

17 Sep 2024

The retirement spending plan

From Allianz Retire+

Retirement is often seen as a time of relaxation, freedom and the opportunity to enjoy the fruits of a lifetime of hard work. However, without careful planning, the financial aspects... Read more continue reading

13 Sep 2024

HESTA calls on ASX300 to take more action on climate change, nature loss, gender equality and decent work

From HESTA

HESTA is urging the country’s biggest businesses to intensify their efforts on climate change, nature loss, gender equality and decent work to help build the retirement savings of the Fund’s... Read more continue reading

13 Sep 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 [...]