Business Excellence

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Getting strategic clarity follows the same process as giving advice

From Tony Vidler - Adviser to the Advisers

The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services. It is an area that many advisory firms... Read more continue reading

23 Mar 2022

Young Insurance Professionals to come together as ANZIIF Rising Stars in Insurance event returns in Melbourne and Sydney

From ANZIIF - Australian and New Zealand Institute of Insurance and Finance

The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is proud to announce the return of the Rising Stars in Insurance event in Melbourne and Sydney. The popular... Read more continue reading

23 Mar 2022

Crypto – a regulatory and consumer protection primer for advisers

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

Suspicious minds It is a normal human trait to be suspicious of things we don’t understand, which is why so many people still regard cryptocurrency as something of a fringe... Read more continue reading

22 Mar 2022

TAL awarded for active commitment to achieving gender equality for the eighth year

From TAL

Australian life insurer, TAL, has been recognised as one of Australia’s leading promoters of workplace equality after being named an Employer of Choice for Gender Equality for the eighth consecutive... Read more continue reading

22 Mar 2022

The unethical client

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

The industry media regularly publishes stories in which an absence of ethical behaviour is apparent. However, about those situations where a financial adviser is instructed by a client, but cannot... Read more continue reading

21 Mar 2022

Make your advice irresistible, and your clients will reap the rewards

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

It’s easy to take a ‘glass half empty’ perspective when surveying the current landscape of financial advice; Increasing cost pressures, falling adviser numbers, a regulatory tsunami that politicians on both... Read more continue reading

17 Mar 2022

UniSuper wins 5 stars in 2022 Canstar Superannuation Awards

UniSuper, the $110 billion fund now open to all Australians, has been awarded a 5-Star Rating for Outstanding Value in Canstar’s 2022 Superannuation Awards. This award cements UniSuper’s position as... Read more continue reading

17 Mar 2022

Close the advice intent/action gap by understanding the stages of behavioural change

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

Mind the (implementation) gap In a financial advice context, the gap between client intentions and action is nothing new. In a macro sense, we see this gap play out before... Read more continue reading

16 Mar 2022

State Street to develop digital custody in collaboration with Copper.co

From State Street

State Street Corporation (NYSE: STT) has announced that State Street Digital, the firm’s dedicated Digital division, has entered into a licensing agreement with Copper.co, a London-based provider of institutional digital... Read more continue reading

14 Mar 2022

Knowing about responsible investment now the top expectation of financial advisers

From RIAA - Responsible Investment Association Australasia

Four in five Australians expect their money in super, banks and other investments to be invested responsibly and ethically, but financial service providers need to do a better job of... Read more continue reading

10 Mar 2022

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Earn CPD Points

CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]