Industry Updates

Reflection: Accounting standards board can help FASEA chart path

The Accounting Professional and Ethical Standards Board has a second chance to create a new benchmark for financial planning, as it reviews its controversial APES 230.

The property boom may finally be about to bust

A storm of factors, including rising interest rates and falling demand from overseas, may spell the end for real estate’s long run.

Advisers can unlock social media’s power to connect and engage

Social media is the modern means of content distribution. Tom Loneragan of Latch Social provides some guidelines to help financial planners get the most out of it.

Today’s leaders are determined yet flexible

Leadership in these complex times requires an open mind, rejection of the easy way out, and a willingness to be influenced by the team.

More openness required to progress advice industry

The advice industry will struggle to  take the next major step in its evolution unless more innovative solutions are delivered to market. According to YTML CEO Kevin Liao, this will require technology providers to come together, collaborate and solve the operational frustrations that have characterised the advice industry for far too long. “Collaboration starts with providers

Acorns goes green with launch of sustainable investment portfolio

Micro-investing app, Acorns, has highlighted its commitment to sustainability with the launch of a new, ethical investment portfolio, available from today.   Following regular feedback from users, Acorns Australia customers will now have access to the Emerald Portfolio, an investment option designed to meet environmental, social and corporate governance standards.   Acorns Australia CEO and

Staff perks no panacea for the stress of poor ethics

Organisations wanting to get serious about workplace mental health “need to go beyond yoga, free fruit bowls and engagement surveys".

Transfer balance cap means there’s more to report

Advisers will need to flag new account-based pension reporting requirements with self-managed super fund clients.

It’s hard to see the ethics through all that jargon

The language of the financial services industry obscures moral issues practitioners routinely face.

Centrepoint delivers new digital workspace technology

Centrepoint Alliance has partnered with New Zealand software firm SuiteBox to deliver new state-of-the-art video conferencing technology and digital signing technology to its network of advisers, enabling them to ‘meet’ their clients online, view and sign documents and share video records from client meetings. SuiteBox is a digital workspace that uses technology to replicate a

Melbourne planner trades fisticuffs for finance

When it was time for Scott Brouwer to move on from trading blows in the ring, rolling with the punches meant starting a career in financial planning.

Professional codes only as strong as enforcement powers

Panellists at the Banking and Finance Ethics Conference agreed that codes and standards are only as good as how they are enforced, then discussed ways to get it right.

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