Why you need plenty of positive consumer reviews

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Experience reviews…consumer reviews…I blame TripAdviser for it; but maybe it wasn’t them…Whatever, everyone out there now expects to be able to give a review of any business, and read others... Read more continue reading

Large super funds leading gender equality progress for Australia’s $4+Trillion investment sector

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Australia’s investment management sector remains one of the most male dominated professions in the country – but changing dynamics are finally seeding change for women seeking a career as professional... Read more continue reading

Interest rates – lower for longer?

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Until recently central banks around the world have been ironclad in assuring businesses and consumers that they should expect interest rates to remain historically low for years to come. This... Read more continue reading

Data security a key concern for trustees as cyber risks increase

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As more employees worked from home during the COVID-19 pandemic and cyber-attacks become more sophisticated, Australian businesses are investing in the latest technology to safeguard client data. With a brand... Read more continue reading

Ethics and the client’s best interests

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Acting in a client’s best interests is something we all want – and expect – from our service providers. It underpins good service, professionalism and ethical behaviour. The interplay between... Read more continue reading

Does an ethnically diverse board mean better stock performance?

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Calvert Research and Management, a global leader in responsible investing and part of Morgan Stanley Investment Management, has released new research which aims to explore recent trends in ethnic diversity... Read more continue reading

Research shows that Australia’s high-net-worth investors are more numerous, richer and more confident

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Key Highlights Total number of millionaires in Australia rose 31% to 635,000 during the past year Australia’s millionaires control $2.77 trillion in investable assets (up 37%)  68% of High Net... Read more continue reading

2021 New Zealand Insurance Industry Awards winners announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) has announced the winners of the 2021 New Zealand Insurance Industry Awards. Despite the current restrictions preventing the 2021... Read more continue reading

Digital spring clean – a practical toolkit for advisers to improve their digital effectiveness

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Get a broom, then Google yourself The comprehensive digitalisation of our lives is yesterday’s news. Businesses across all sectors have been irreversibly reshaped, as consumers around the world use digital... Read more continue reading

Retirement Income Covenant – background, adviser implications and trustee checklist

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Introduction As the ageing of our population continues to accelerate, the shortcomings of our national retirement incomes policy framework become magnified. A historically disproportionate focus by policy makers and product... Read more continue reading