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

Ethics and recommending listed investments

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

Despite volatile markets, Australian investors continued their love of ETFs. In fact, the Australian ETF industry recorded its highest annual increase in funds under management over 2023[1]. This article, proudly

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13 Feb 2024

Ethical practice in the face of financial elder abuse

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

As Australia’s population ages, it is anticipated that the incidence of elder abuse will increase. This includes financial abuse, which needs to be identified and appropriately managed by financial advisers.

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22 Jan 2024

The ethical consequences of inappropriate advice

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

The Australian Financial Complaints Authority (AFCA) has opened a consultation into how it determines compensation for complaints involving financial advisers. A week or two before that announcement was made, AFCA’s

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04 Dec 2023

Ethics – The many shades of grey

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

The financial adviser Code of Ethics seeks to impose ethical duties that go above the requirements of the law. While the law may be clear, any aspect that is open

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01 Nov 2023

SMSFs and the Code of Ethics

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

SMSFs comprise more than one quarter of Australia’s $3.54 trillion[1]. superannuation sector, are subject to a number of rules and regulations and – importantly – aren’t appropriate for everyone. This

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03 Oct 2023

10 tips for ethical advice

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

As well as investigating complaints, AFCA provides tools to help financial advisers meet their legal and ethical obligations when providing advice. This article, proudly sponsored by GSFM, examines some of

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04 Sep 2023

Ethics and your fiduciary duty

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

A financial adviser’s fiduciary duty to their clients is both a legal and ethical requirement. This article, proudly sponsored by GSFM, explores the significance of fiduciary duty in ethical financial

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01 Aug 2023

Ethics and the professional adviser

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

In financial planning, ethics can be distilled into acting in the client’s best interests at all times, acting with competence, honesty, integrity and fairness. This article, proudly sponsored by GSFM

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04 Jul 2023

Ethics, informed consent and the Statement of Advice

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

In today’s complex financial landscape, seeking guidance from a professional financial adviser has become increasingly important. This article, proudly sponsored by GSMF, examines the relationship between an SOA, informed consent

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09 Jun 2023

Managing ethics and referral or outsource partners

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

It’s a rare financial advice practice that doesn’t have referral partners that they send business to or receive business from. Using third party outsource providers for non-client facing elements of

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03 May 2023

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CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]
CPD: Why tailored retirement income strategies matter for advisers
More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these [...]
CPD: The year ahead for fixed income markets
The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]
CPD: Seeking stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]
CPD: Ethics and financial abuse
Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]