Business Excellence

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Mason Stevens named as no. 1 platform for Best Adviser Support

From Mason Stevens

Adviser Ratings has announced Mason Stevens as the winner of the Adviser Support category award as part of their inaugural Adviser Choice awards. The awards recognise the financial services companies... Read more continue reading

04 May 2022

Federal election and post-COVID-19 experience are reaffirming need for financial literacy to be taught in schools

From Connect Financial Services Brokers

Financial literacy is a core life skill that needs to be taught as a compulsory topic in Australian schools. Although not a new idea, the basics will go a long... Read more continue reading

03 May 2022

North launches client app

From North

North, one of Australia’s leading wrap investment platforms, has launched a new client app, making it easier for clients to stay connected to their investments. Now available to download on... Read more continue reading

03 May 2022

Digital intra-fund advice key to better retirement outcomes for Australians

From Ignition Advice

Digitally delivered intra-fund advice is the only realistic route to low-cost, consistent, compliant and robust personal advice at the scale being considered by the government’s Quality of Financial Advice Review,... Read more continue reading

29 Apr 2022

Adviser Ratings’ Landscape Report illustrates impacts of falling adviser numbers – with further to go

From Adviser Ratings

The Adviser Ratings Landscape Report – the most comprehensive research on Australia’s wealth industry – illustrates how the changing nature of wealth management has impacted financial advice, funds management, and consumers. Based... Read more continue reading

28 Apr 2022

GBST named in top 100 most innovative WealthTech companies in the world for the third year running

From GBST Wealth Management

For the third consecutive year, GBST has been named in the top 100 most innovative companies across the wealth and asset management industry, cementing its position as a global leader.... Read more continue reading

26 Apr 2022

Where will the greatest disruption to your practice come from?

From Tony Vidler - Adviser to the Advisers

Disruption has long been a feature of financial services distribution. Disruption constantly occurs with new market entrants, product innovation, shifting strategic focus on the part of suppliers in relation to... Read more continue reading

20 Apr 2022

Carpe Diem – The time is right to start your own risk advice renaissance

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

The opportunity One of the more notable aspects of the recent and substantial decline in adviser numbers has been the disproportionately large reduction in risk specialists. Investment Trends data[1] from... Read more continue reading

19 Apr 2022

Building a Resilient Future – Policy priorities for the Federal Election

From Australian Investment Council

The Australian Investment Council has released Building a Resilient Future, a policy blueprint for economic and jobs growth. The blueprint highlights the private capital industry’s view of key policies for consideration... Read more continue reading

19 Apr 2022

What Britney Spears can teach advisers about guardianship and consumer protection

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

Introduction If we were to ever appoint a Patron Saint of Financial Advice and Estate Planning, a pretty strong case could be made for Britney Spears. Because, thanks to the... Read more continue reading

14 Apr 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 [...]