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

The adviser’s fiduciary duty in an ethical practice

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

It is both a legal and ethical requirement for financial advisers to fulfil their fiduciary duty to their clients. This article, proudly sponsored by GSFM, explores the importance of the

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11 Feb 2025

Artificial intelligence and ethics in the advice practice

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

The integration of tools driven by artificial intelligence (AI) into financial advice practices will transform the industry. This article, proudly sponsored by GSFM, explores the ethical implications of using AI

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23 Jan 2025

Top 10 tips for providing ethical advice

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

The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This

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02 Dec 2024

Ethics and Self-Managed Super Funds

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

At $3.9 trillion[1], Australia’s superannuation sector is one of the world’s largest. Representing approximately 25 percent of this are SMSFs, which are subject to many rules and regulations. This article,

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04 Nov 2024

Client first – ethics and best interests

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

When providing financial advice, acting in a client’s best interests isn’t just a regulatory requirement, it is the cornerstone of a trusting and successful advisory relationship. This article, proudly sponsored

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02 Oct 2024

Ethics and referrals

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

Most financial advice practices have referral partners they send business to or receive business from. You may also use a number of third party outsource providers for non-client facing elements

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03 Sep 2024

When your client lacks ethics

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

Ethics is at the core of what most advisers do, day in and day out. However, consider the circumstances where a financial adviser is instructed by a client, but cannot

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06 Aug 2024

Contemporary challenges in ethics and financial advice

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

Businesses across all industries are beset with challenges. This article, proudly sponsored by GSFM, investigates a range of contemporary challenges that financial advice businesses and how those challenges might impact

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02 Jul 2024

Business culture and ethics

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

A strong business culture is one of the identified attributes of ethical businesses. This article, proudly sponsored by GSFM, investigates the interrelationships between business culture and ethics. The symbiotic relationship

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05 Jun 2024

Ethics and aged care advice

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

It’s been well documented that Australians are living longer, increasing the need for aged care advice. This article, proudly sponsored by GSFM, explores some of the issues pertaining to aged

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09 May 2024

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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 [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]