Allianz Donna Walker award winners to be announced at Women in Insurance virtual panel

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As part of ANZIIF’s Women in Insurance month initiative, ANZIIF is hosting a panel of industry leaders to talk through contributions to innovation and technology in insurance. The Women in... Read more continue reading

Private Ancillary Funds

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Last week, Canva’s co-founders Melanie Perkins, Cliff Obrecht and Cameron Adams pledged to donate 30% (approx. $16.4b) of their business’s equity into the Canva Foundation. This is a very generous... Read more continue reading

The unfolding Evergrande crisis

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Evergrande on its own is unlikely to cause a financial crisis. Last week’s news that the Chinese government has informed banks that the firm would not be making a loan... Read more continue reading

Australians can play a part in securing ongoing funds for charities and for-purpose organisations

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Many Australians choose to leave a legacy that will make a lasting difference after they’re gone rather than leaving a one-off charitable donation in their will. This is something all... Read more continue reading

The myth of independent advice

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The search for ‘independent’ advice is rather like the Quest for the Holy Grail. It doesn’t exist. The search is fruitless and doomed because there is no Holy Grail. Independent... Read more continue reading

Asendium selected by My Dealer Services as preferred technology partner

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Financial advice disruptor Asendium has announced it has been added as a preferred technology partner by My Dealer Services, who provide services to more than 250 financial advisers. Asendium is... Read more continue reading

2021 Household Capital Three Pillars Forum demands holistic retirement funding solutions

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Household Capital Three Pillars Forum Demands Holistic Retirement Funding Solutions September 16, 2021 The 2021 Household Capital Three Pillars Forum was held on September 16 and attended by hundreds of... Read more continue reading

XY Adviser named as finalist in the 2021 Sydney City Business Awards

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XY Adviser, an exclusive online community for the financial advice industry, has been named as a finalist in the category of ‘Excellence in Innovation’ for the 2021 Sydney City Business... Read more continue reading

Message understood? Key considerations and steps when providing financial advice to vulnerable clients

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Introduction Amidst an overall increased media and regulator focus on financial consumer protection, especially post the Hayne Royal Commission, the spotlight on ‘vulnerable’ financial consumers has become especially intense. Our... Read more continue reading

Financial services industry invited to join the 2021 Household Capital Three Pillars Forum 

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The 2021 Household Capital Three Pillars Forum will be hosted by Ali Moore and broadcast on September 16 from 9.30am to 1.30pm. Entry to the online event is free of... Read more continue reading