Business Excellence

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CQUniversity financial planning students get hands on experience with Midwinter Software

From Midwinter Financial Services

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

20 Jul 2023

Some advisory firms are “Going out of business” without even realising it

From Tony Vidler - Adviser to the Advisers

I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it. For a very long time markets... Read more continue reading

17 Jul 2023

Allianz ranks top emerging liability trends for professional services firms

Architects and engineers face greater scrutiny over building and fire safety defects. Financial services professionals may be accused of mismanaging investment funds negatively impacted by inflation. A lawyer’s untrained use... Read more continue reading

12 Jul 2023

The biggest personal productivity killer for Advisers

From Tony Vidler - Adviser to the Advisers

Everyone would like to have better business results for less work, and have more time away from the business. Personal productivity – or business efficiency if you prefer – matters,... Read more continue reading

07 Jul 2023

LAB Group takes Digital Signing and Witnessing to the next level through Integration with DocuSign

LAB Group, a leading international RegTech and Australia’s best-connected onboarding provider, is pleased to announce that it has delivered a new integration with DocuSign to simplify digital client management for... Read more continue reading

06 Jul 2023

Ethics and the professional adviser

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

In financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, honesty, integrity and fairness. This article, proudly sponsored by GSFM... Read more continue reading

04 Jul 2023

Systemising trust in client relationships – a practical approach

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Trust is the bedrock of successful financial planning relationships. The establishment of trust between an adviser and client has been proven to facilitate more open and comprehensive communication, allowing the... Read more continue reading

03 Jul 2023

Intergenerational wealth transfer gathers pace, wealth industry needs to better prepare

The pace of intergenerational wealth transfer has quickened. Most Baby Boomers will retire by 2028 and the industry needs to better prepare for this hastened process; notes a report from... Read more continue reading

28 Jun 2023

Financy launches Impacter software to help improve accountability for diversity and inclusion in businesses

From Financy Women’s Index

Gender equality advocate Financy has launched a new cloud-based software designed to help businesses self-assess and improve business outcomes when it comes to diversity, equity and inclusion (DEI). Impacter is... Read more continue reading

27 Jun 2023

Pensions: end of financial year actions

From SuperCentral

Now that the end of the 2022/23 financial year is almost here, superannuation members who are currently receiving pensions need to take certain actions. First: Ensure that the minimum amount... Read more continue reading

27 Jun 2023

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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 [...]