 SEAN GRAHAM | FRIDAY, 5 SEP 2025 Elder financial abuse and domestic financial abuse are issues that are increasingly recognised as part of the duty of care of financial advisers and Australian Financial Services (AFS) licensees. Read more SEAN GRAHAM | FRIDAY, 27 JUN 2025 Financial abuse rarely introduces itself. It does not always come with signs you can tick off on a checklist. But it is more common than most people realise- and growing fast. Read more  DARREN FITTLER | FRIDAY, 30 MAY 2025 This article provides an overview of the updated deductible gift recipient (DGR1) category of harm prevention charities, including the requirements and processes for registration and the types of activities these entities undertake. Read more  BRYAN ASHENDEN | FRIDAY, 21 MAR 2025 This article explores the intersection of estate planning and ethics, highlighting key challenges, best practices, and the broader implications for financial professionals and their clients. Read more  LIZ HARRISON | THURSDAY, 9 JAN 2025 A circular economy is structured so that products are created to be reused, repaired, and recycled, reducing waste and optimising the use of resources. Read more  RAY MCHALE | FRIDAY, 23 AUG 2024 Developing effective stakeholder trust strategies has become increasingly important in the world of corporate governance. Read more  LARISA KAPUR | FRIDAY, 15 DEC 2023 A Will should be structured in a way that reflects your personal wishes, not the expectations of those around you. Read more  DAVID BARRETT | TUESDAY, 5 DEC 2023 This article introduces financial advisers to the financial planning considerations that arise when clients have philanthropic goals. Read more  GOVERNANCE INSTITUTE OF AUSTRALIA | WEDNESDAY, 5 JUL 2023 Now in its seventh year, the Ethics Index puts a spotlight on key sectors, organisations, occupations and influences, and measures our response to a set of difficult questions and topical issues. Read more RAY MCHALE | THURSDAY, 25 MAY 2023 Are you walking the talk on trust? As abstract and amorphous as the concept of trust may appear, we all implicitly know how essential it is to business success. Nothing meaningful or valuable happens without it. Read more |
Latest News
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
First Guardian victims advance in case against InterPrac
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.
Frontier Advisers brings Segal Macro, LCP partnership to close
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.
Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
