Business Excellence

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Viridian Financial Group Empowers Women with Innovative ‘Pave the Way’ Program for Financial Independence

From Viridian Financial Group

As part of its ongoing commitment to gender equality and financial empowerment, Viridian Financial Group Limited (‘VFGL’) proudly announces the launch of ‘Pave the Way’. This innovative program aims to... Read more continue reading

14 Mar 2024

Intelligent Planning welcomes NSW practice

From Intelligent Planning

Boutique financial services group, Intelligent Planning, has welcomed risk-focussed financial advice practice, Keyman Financial Services (Keyman), to the fold. Based in Windsor, NSW and established in 2009, Keyman Financial Services... Read more continue reading

14 Mar 2024

Ethics and your practice

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

It’s been five years since the Hayne Royal Commission handed down its final report. That same year, the Financial Planners and Advisers Code of Ethics was introduced (but not yet... Read more continue reading

13 Mar 2024

The 9 business building blocks which will stand the test of time

From Tony Vidler - Adviser to the Advisers

To create a firm which will last you need the right business building blocks, or the foundations if you like. When it comes to building something to last the ancient... Read more continue reading

12 Mar 2024

Top tips for tapping into the ‘Gold Seam’ running through Advice

From OYM – Outsource Your Marketing

In the five years since the Royal Commission, the number of financial advisers in Australia has nearly halved, with approximately 15,500 advisers currently active. While this decline may appear alarming... Read more continue reading

11 Mar 2024

2023 spoils gender economic equality progress in Australia

From Financy Women’s Index

Key points: Progress to gender equality went backwards in 2023 with the Financy Women’s Index (FWX) down 1 point to 75.5 points in the December quarter from 76.5 pts in... Read more continue reading

07 Mar 2024

What is “good content” for advisers to use?

From Tony Vidler - Adviser to the Advisers

Nearly every advisory firm says “we need more prospects“. sure, more prospects helps build a business but what builds a business faster is good prospects who are a right fit,... Read more continue reading

05 Mar 2024

Consumer protection – a practical guide to developing a Vulnerable Client Policy

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Russell Investments

One of the most significant consumer protection challenges within financial advice – and financial services more broadly – is the protection of vulnerable clients. Regulators around the world are becoming... Read more continue reading

04 Mar 2024

Financial advisers problem? Not doing the one thing

From Tony Vidler - Adviser to the Advisers

Advisers have a few problems these days. The biggest financial adviser problem though is getting prospects to engage with us to begin with. Despite a couple of decades of positioning,... Read more continue reading

01 Mar 2024

Artificial intelligence will be crucial to business success

From HLB Mann Judd

Emerging technologies, notably artificial intelligence (AI), will be key to business success in 2024, according to the latest HLB Survey of Business Leaders. The survey[1] interviewed C-suite executives globally to... Read more continue reading

27 Feb 2024

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Earn CPD Points

CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]
CPD: ASIC’s 2026 review of qualification compliance – practical implications
Imagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least, [...]
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 [...]