Business Excellence

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Zurich and Mandala release first climate risk index for the Australian tourism sector

From Zurich Financial Services Australia and Mandala Partners

Zurich Financial Services Australia (Zurich) and Mandala Partners (Mandala) has released Australia’s first Climate Risk Index for the Australian tourism sector. Utilising Zurich’s global exposure analysis capability, the report analyses... Read more continue reading

10 Sep 2024

Activam announces winners of the 2024 Impact Awards

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

09 Sep 2024

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

From Financy Women’s Index

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

06 Sep 2024

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

From Gallagher Bassett

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

04 Sep 2024

Innova wins IMAP award for multi-asset managed account

From Innova Asset Management

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

04 Sep 2024

Ethics and referrals

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

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

03 Sep 2024

How advisers can better navigate the rise of wealthy female investors

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

30 Aug 2024

Grow great people if you want to grow a great business

From Tony Vidler - Adviser to the Advisers

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

29 Aug 2024

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

From Class

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

28 Aug 2024

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

From Alvia Asset Partners

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

27 Aug 2024

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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 [...]