Business Excellence

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Voting now open for the Activam 2024 Impact Awards

From Activam Group

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

26 Aug 2024

DNR Capital awarded IMAP 2024 Managed Account Award for Australian Equities – third consecutive win

From DNR Capital

DNR Capital one of Australia’s leading equities fund managers, has been recognised as the leading Australian Equities manager at the 2024 IMAP Managed Account Awards. This marks the third consecutive year... Read more continue reading

26 Aug 2024

Term deposit savers likely to turn to private credit as term deposit interest rates drop

The big banks have started to cut interest rates on term deposits as bond yields plummet around the globe, which could push investors into higher yielding fixed-income assets such as... Read more continue reading

23 Aug 2024

Aged Care Steps announces launch of Aged Care Adviser of the Year awards

From Aged Care Steps

Industry leader Aged Care Steps has launched the 2024 Aged Care Adviser of the Year Awards. Now entering its third year, Aged Care Steps is continuing to recognise the amazing... Read more continue reading

22 Aug 2024

Navigating inheritance complexities and estate planning challenges amidst a $3.5 trillion wealth transfer

The intergenerational wealth transfer currently underway will have a significant impact on estate planning, says Craig Brooke, CEO of KeyInvest, an independent member-owned mutual friendly society. He notes the Productivity... Read more continue reading

20 Aug 2024

Zurich Australia convenes inaugural mental health roundtable

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) recently convened the inaugural meeting of its Mental Health Roundtable, a bi-annual forum of key academic, clinical and civil society representatives to discuss key trends... Read more continue reading

15 Aug 2024

Activam opens nominations for 2024 Impact Awards: Recognising excellence and impactful achievements in wealth management

The 2024 Impact Awards, focus on recognising excellence and impactful achievements in wealth management and financial services. These awards aim to highlight those who make a meaningful difference by encouraging... Read more continue reading

14 Aug 2024

Consumer sentiment ticks up but pessimism still dominates

From Westpac Group

The Westpac–Melbourne Institute Consumer Sentiment Index rose 2.8% to 85 in August from 82.7 in July. Westpac Senior Economist Matthew Hassan said: “Consumers breathed a small sigh of relief in... Read more continue reading

14 Aug 2024

Intergenerational wealth transfer to women poised to bridge gender gaps in Australia’s Private Wealth sector

From Future IM/Pact

Australia’s private wealth sector must deepen its commitment to attracting and developing future female investment advisers to meet the changing demands of clients, with women set to be the primary... Read more continue reading

08 Aug 2024

Sharp rise in living costs for retirees and employees could force investors into higher yielding assets

A rise in living costs as revealed by new data from the Australian Bureau of Statistics today could force retirees and other investors to seek higher returns from fixed income... Read more continue reading

08 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 [...]