Business Excellence

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Global research highlights opportunities for Australia to improve financial literacy initiatives

From Ecstra Foundation

New research commissioned by Ecstra Foundation shows that many countries, including Australia, continue to grapple with how to improve financial literacy in the face of economic and social headwinds. The... Read more continue reading

21 Jun 2024

Iress launches scholarship to increase women in tech

From Iress

Iress has announced a partnership with Academy XI to offer four full scholarships for women interested in building the skills required for a successful career in the technology industry. Academy... Read more continue reading

21 Jun 2024

3 in 10 Gen Xers worry they’ll never retire, finds Natixis Investment Managers

From Natixis Investment Managers

Next in line to retire, Generation X are worried about running short of money in retirement (48%), and 3 in 10 are concerned they’ll never have enough to retire, research... Read more continue reading

20 Jun 2024

New research on what’s really happening in the back-offices of advice businesses

From Elixir Consulting

Advice businesses that are enjoying more success, as defined by their Earnings before Interest and Tax (EBIT) margins and owner satisfaction, exhibit six critical characteristics, according to a new report... Read more continue reading

20 Jun 2024

Xero unveils breakthrough tech behind Just Ask Xero to improve accuracy of accounting tasks

From Xero

Xero, the global small business platform, has unveiled at Xerocon London, groundbreaking technology underpinning its upcoming AI-powered smart business companion Just Ask Xero (JAX). The proprietary technology helps ensure greater... Read more continue reading

13 Jun 2024

How to take the “R” out of FREE advice

From Tony Vidler - Adviser to the Advisers

Traditionally the financial services sector has been almost entirely remunerated via commission, and many advisers are still grappling with the basic question of how to make the transition – even... Read more continue reading

06 Jun 2024

Business culture and ethics

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

A strong business culture is one of the identified attributes of ethical businesses. This article, proudly sponsored by GSFM, investigates the interrelationships between business culture and ethics. The symbiotic relationship... Read more continue reading

05 Jun 2024

HESTA members increasingly using digital technology for retirement planning

From HESTA

Women are increasingly using digital tools to help plan for their financial futures with industry fund HESTA reporting more than 300,000 of its members, 80 per cent of whom are... Read more continue reading

05 Jun 2024

The conflicting priorities facing retirees and the never-leave-home generations

From AMP

New AMP research has found 4 in 5 Australians aged 65 and over believe their children face similar or harder financial challenges than they did growing up, amid rising housing... Read more continue reading

04 Jun 2024

According to young investors, progress toward goals matters most

From Dimensional

Key takeaways Research demonstrates that serving younger clientele leads to higher growth for advisory firms. Younger investors measure the performance of their investments based on progress toward their goals and... Read more continue reading

29 May 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 [...]