 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
The 'blind spot' costing advisers nearly $10bn: Research
Research from Elemnta indicates financial advisers do not realise they are expending nearly twice as much effort on non-advised operations, highlighting a perception gap and challenges related to data collection and access, which cost 6000 practices about $9.36 billion in "destroyed enterprise value".
Inheritors struggle to act on financial advice: Survey
Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act on it.
NCAs unlikely to solve retirement advice gap: HUB24, CFS
HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
