ANZIIF is encouraging the insurance industry to provide guidance on the Financial Services Training Packages being reviewed by PwC. The PwC Industry Reference Council, of which ANZIIF is a long... Read more continue reading
27
Feb
2020
The 2020 Infrastructure Priority List released by Infrastructure Australia contains very few new ideas, but does suggest plenty of room for progress, according to the State’s peak business organization, Business NSW. Including new priorities and those already on... Read more continue reading
27
Feb
2020
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CPD: A practical system for building client confidence – Value of Advice (Part 1)Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AIMove over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]
CPD: A review of the Code of Ethics (part two)This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
CPD: Designing retirement income streamsSince 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-GrowthFor much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]