Retirement happiness on the rise, but costof-living worries cloud confidence

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Australians aged 60 and over remain positive about retirement, but rising cost of living continues to impact lifestyle, financial security, and confidence their money will last, according to the third... Read more continue reading

Why settle for average Adviser performance when you could be outstanding?

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Advisers frequently settle for being average, and it is definitely not because they want to be average but because they don’t really know what it takes to elevate their performance... Read more continue reading

CPD: The importance of ethics to your advice practice

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Ethics in financial advice isn’t just about ‘doing the right thing’ to sleep better at night, it’s the fundamental bedrock of a sustainable business model. In this article, proudly sponsored... Read more continue reading

CPD: ASIC’s RG 234 Review – a wake-up call for adviser marketing

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ASIC brings financial advertising into the 2020s Comparing the financial advice profession with the advertising industry is a bit like comparing the Post Office with the Beatles – they are... Read more continue reading

Organisations overlook AI risk as governance fails to keep up

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Global AI security leader TrendAI™ has published new research revealing that organisations worldwide are pushing ahead with AI deployment despite known security and compliance risks. The new global study[1] of... Read more continue reading

Three Ds to decide AI’s boom or bust

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The next phase of the AI cycle will be defined by the “three Ds”: deployment, debt and demand, according to Schroders investment director of global equities Ben Arnold. Arnold says... Read more continue reading

Packed to the rafters – Multigenerational living gaining support as housing pressures and wealth divides reshape how Australians approach financial security

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AMP research shows Australians are increasingly open to living with extended family under one roof to share costs, pool resources and manage financial pressures – a shift being driven most... Read more continue reading

Prosperity isn’t postcode bound: why regional advice is leading the way

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Ask most people where they think wealth lives in Australia, and they’ll point to a capital city skyline, towering offices, corporate boardrooms, and slick branding have long defined the aesthetics... Read more continue reading

Helping clients navigate the tricky terrain of mental health claims

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Many insurance claims begin with a defining event. A diagnosis. A surgery. An accident. From there, there’s often a predictable path to recovery – a roadmap clients can follow with... Read more continue reading

Australia’s $5.4 trillion wealth transfer may not go to the next generation

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With an estimated $5.4 trillion set to be transferred from Baby Boomers over the next two decades, new national research commissioned by leading online Will platform Safewill for Charity Wills Week reveals that more than... Read more continue reading