Business Excellence

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Ignition Advice wins two international awards

From Ignition Advice

Ignition Advice has been recognised for its digital advice innovation, winning two awards at this year’s Wealth & Finance International FinTech Awards, announced on 1 August 2022. Based in the... Read more continue reading

05 Aug 2022

SUPERCentral releases new compliance technology platform

From SuperCentral

For advisers and accountants the new compliance technology incorporates a large range of digitised wealth management documents needed to develop and manage client wealth strategies while also ensuring compliance remains... Read more continue reading

05 Aug 2022

GBST delivers online calculators with configurable content management solution for Hejaz Financial Services

From GBST

Hejaz Financial Services (Hejaz), Australia’s leading diversified provider of Islamic financial products and services, has selected GBST to provide a suite of nine online calculators, powered by GBST’s Equate technology,... Read more continue reading

05 Aug 2022

Storytelling is critical to the future of financial advice

From ClearView Wealth

Listed financial services company, ClearView has released a booklet of customer reviews to highlight the benefits of life insurance advice and urge the industry to share their success stories, amidst... Read more continue reading

03 Aug 2022

Best practice advice means meeting client expectations too, doesn’t it?

From Tony Vidler - Adviser to the Advisers

What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations do. In fact, there is... Read more continue reading

02 Aug 2022

Ethics and inappropriate financial advice

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

Earlier this month ASIC revealed that six of Australia’s biggest banking and financial services institutions have paid or offered over $3 billion in compensation for financial advice-related misconduct. Much of... Read more continue reading

01 Aug 2022

Adviser briefing – genetic testing in life insurance

From AdviserVoice - This Risk article is proudly brought to you by Zurich

2022 review of life insurance genetic testing moratorium In June 2022, Australia’s life insurers announced[1] their intention to cease their membership of the Financial Services Council (FSC) and form a... Read more continue reading

29 Jul 2022

Customer sentiment for Super funds improved, but only for top CX performers

From CSBA

Sentiment – how the interaction made the customer feel – rose for the Super funds performing best on customer service, according to the latest SenseCX benchmarking report[1] published by CSBA.... Read more continue reading

29 Jul 2022

Heritage Bank teams up with mental health platform to support staff wellbeing

From Heritage Bank

Heritage Bank has prioritised the wellbeing of its staff by becoming the first banking institution in Australia to sign up to mental health and wellbeing platform Unmind. The new initiative... Read more continue reading

26 Jul 2022

Greenwashing – a major financial consumer protection challenge

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

Greenwashing, and the importance of being kind to trees Some readers with more than a few miles on the clock may remember a comedy show from the 1990s, Absolutely Fabulous,... Read more continue reading

25 Jul 2022

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Earn CPD Points

CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
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 [...]