Industry Updates

Eyes on ethics: What ought one to do?

As financial planning becomes a profession, ethics will play a more explicit role. But determining how people and organisations are likely to behave is still an inexact science.

I’m still obese in Aussie equities – and it’s still healthy

A sideways ASX 200 left a nagging feeling that it was time to recalibrate strategic allocation and shed some local shares. But sometimes the hard numbers don’t support the hunch.

Faith in institutions is low; financial planners can help

The public has lost confidence in many pillars of Western society. Only a widespread commitment to ethical behaviour can change that.

Griffith duo win AMP University Challenge in tight race

Monica Rayos and Artur Kurnikov claimed $5000 as the first-place team in a Finals Day so close, it took the judges an eternity to select a victor.

Be the change you want to see in the firm

The advice industry is rapidly evolving, leaving many advisers wondering just how to keep up. Peter Malekas finds many of the answers are close to home.

Don’t choose between digital and traditional campaigns

Online channels such as eDMs, social media and websites are relatively cheap and offer a broad reach. But that doesn’t mean TV and radio have no place.

‘I must have red dirt in my veins’

Whether to offer financial planning in underserved geographic areas or to mark sheep, Kurt Ohlsen loves to spend time off in the bush.

Reflection: Many ways to judge success

Recent opportunities to participate in evaluating practices for awards lead to realisations about what traits the winners in business have in common, and how to define victory.

FASEA adopts education council’s degree framework

The decision provides certainty for students enrolled in financial planning courses or considering doing so, as the standards body works on requirements coming online in 2024.

Finals Day arrives for University Challenge

The 11 finalists in this year’s AMP University Challenge for financial planning students represent four universities and TAFE NSW. They will compete in Sydney today.

Solutions to stop Boomers from going bust

As the second wave of Baby Boomers approaches retirement, the scourge of longevity risk requires more flexible solutions, says an Infocus Report, in partnership with Mercer.

Fund award winners reveal secrets to their success

The winners of this year's honours share the formulas that drove their success in the last 12 months.

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