The 4-step ethical test for financial professionals

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I attended a Rotary function as a guest and ‘discovered’ the best ethical test I’ve ever heard. When I say ‘discovered’, I personally didn’t discover anything at all…but I was... Read more continue reading

Graduates upbeat about career prospects: Survey

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The global Graduate Outlook Survey 2023 has been released by CFA Institute, the global association of investment professionals, reveals the most important factor Australian graduates seek in a job is... Read more continue reading

Advice firms must be vigilant in finding outsourcing partners

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As more Australian advice firms seek business process outsourcing (BPOs) partners amid a local staffing shortage, they should be vigilant in finding the right partner that aligns with their values,... Read more continue reading

Claims and underwriting stars recognised at ALUCA Awards

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MLC Life Insurance was recognised last night for its underwriting and claims excellence after receiving three awards at the prestigious Australian Life Underwriting and Claims Association (ALUCA) Life Insurance Excellence... Read more continue reading

Ethics, informed consent and the Statement of Advice

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In today’s complex financial landscape, seeking guidance from a professional financial adviser has become increasingly important. This article, proudly sponsored by GSMF, examines the relationship between an SOA, informed consent... Read more continue reading

As EOFY approaches, what’s top of mind for advisers?

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With the end of the current financial year fast approaching, BT is sharing the top questions advisers are asking its technical team. “This year-end, there is a mixed bag of... Read more continue reading

Women’s ambition stymied by promotion bias in financial services

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Women in the Australian financial services sector are less likely to be promoted due to systemic gender bias, reducing their ability to navigate their chosen career path and realise their... Read more continue reading

NewQuantum completes stage one of Morrison Securities acquisition 

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New Quantum Holding Pty Ltd (NewQuantum), a technology company focused on developing a transformational operating system for financial services, infrastructure, and fintech, has completed stage one of its agreement to acquire... Read more continue reading

Implementing a hybrid digital advice strategy – an adviser guide

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While, at the time of writing, the Federal Government was yet to respond to Michelle Levy’s QAR recommendations, there is little doubt about the growing role for digital advice in... Read more continue reading

Advisers as finfluencers – the regulatory framework for online education and advice

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Finfluencer: A finfluencer is a content creator who breaks down complex financial concepts into easy-to-understand explanations[1]. Casually drop the word ‘finfluencer’ into a conversation and you will evoke a range... Read more continue reading