Allianz Donna Walker Award winners announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the winners of the Allianz Donna Walker Awards. The awards shine a light on individuals... Read more continue reading

Financial plan a must despite removal of SoAs

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Removing lengthy Statement of Advice (SoA) documents does not mean that advisers no longer need to produce a financial plan and regularly review that plan, according to co-chief executive and... Read more continue reading

Trust and simplicity more valuable than product and investment advice when dealing with financial advisers

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A research article commissioned by Australian Retirement Trust (ART), one of Australia’s largest super funds, has found that the skills clients value most in a financial adviser are simplicity, trust,... Read more continue reading

Consumer protection in action – a practical adviser guide to AFCA and the FSCP

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Protecting consumers through accountability mechanisms Fundamental to any consumer protection framework for advice clients are mechanisms that (a) allow consumer redress for poor outcomes stemming from advice failures, and (b)... Read more continue reading

Financial adviser investment philosophies – the why, what and how

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Experts should have opinions As investment markets continue their rollercoaster ride, and with many developed countries on the cusp of recession, discussions around investment philosophies have ramped up in many... Read more continue reading

Addressing Australians’ financial literacy and the gender literacy gap

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While Australia remains one of the richest nations in the world, a new Econosights report from AMP’s Deputy Chief Economist, Diana Mousina highlights the need to improve financial literacy standards.... Read more continue reading

Ethics and your fiduciary duty

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A financial adviser’s fiduciary duty to their clients is both a legal and ethical requirement. This article, proudly sponsored by GSFM, explores the significance of fiduciary duty in ethical financial... Read more continue reading

Wealthy Australians seek private market access and advice in uncertain macroeconomic conditions

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LGT Crestone has released its 2023 State of Wealth report, polling Australia’s high net worth (HNW) and ultra-high net worth (UHNW) individuals to reveal how theinvestment approach of the nation’s... Read more continue reading

New measures to combat financial abuse

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Westpac is implementing new measures to stamp out financial abuse and make banking even safer for customers. The new protections include embedding safety into the design of all the bank’s... Read more continue reading

CQUniversity financial planning students get hands on experience with Midwinter Software

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Midwinter Financial Services Pty Ltd (Midwinter) has announced CQUniversity Australia’s financial planning students have successfully completed Term 1, 2023 using the software, as Midwinter continues to support the development of... Read more continue reading