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Capital Group study reveals inheritors face major financial decisions before they feel ready

From Capital Group

New research[1] from Capital Group reveals a confidence gap at the heart of the Great Wealth Transfer, with many inheritors making major financial decisions before they feel ready. While 91% made their... Read more continue reading

28 Oct 2026

The investing lesson no one taught baby boomers

From InvestmentMarkets

For three decades, Australia’s wealth industry has been built around one goal: growing portfolio values. Now the baby boomers, who drove much of the country’s rising wealth, are asking themselves... Read more continue reading

27 Oct 2026

A journalist’s last word on Australian superannuation: Greg Bright’s Our Money in Their Hands

From Shed Enterprises

The riveting story of how Australia built one of the world’s premier retirement income systems is the focus of Our Money in Their Hands, an insightful exposé into the country’s... Read more continue reading

26 Oct 2026

Compassionate release of super: the true cost

From Australian Taxation Office

In recent years we’ve seen a continuing increase in the number of applications for Early access to superannuation[1]. on compassionate grounds. Although there has been a slight decline in applications this year,... Read more continue reading

26 Oct 2026

How “personal” should your personal service be?

From Tony Vidler - Adviser to the Advisers

It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a... Read more continue reading

22 Oct 2026

Australian advisers embrace AI, but governance lags as firms battle capacity constraints

From intelliflo

More than four in five Australian financial advice firms are now using artificial intelligence (AI), yet fewer than half have formal policies governing its use, according to new research from... Read more continue reading

21 Oct 2026

Over half of young Australians are planning fewer children as costs bite

From AMP

AMP’s latest Retirement Confidence Pulse Deep Dive report – Can we afford kids? – finds 53 per cent of respondents aged 20–29 had scaled back their intended family size because... Read more continue reading

20 Oct 2026

AMP calls for social media accountability for financial harm

From AMP

AMP is calling for social media companies to be included in reforms to strengthen governance and accountability across the financial system following the collapse of Shield and First Guardian. ASIC... Read more continue reading

14 Oct 2026

Aware Super’s Retirement Manager wins Gold at 2026 Australian Good Design Awards

From Aware Super

Retirement ManagerTM, Aware Super’s industry-first retirement planning platform, has been named a Gold Winner in the Digital Design Interface category at the 2026 Australian Good Design Awards. The jury described... Read more continue reading

13 Oct 2026

CPD: Intergenerational wealth – When the responsibility transfers before the money

From AdviserVoice - this CPD series is proudly brought to you by Generation Life

Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act... Read more continue reading

07 Oct 2026

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CPD: Currency risk – friend or foe?
In today’s interconnected world, global companies play a significant role in our daily lives. However, when Australian investors allocate their capital to global markets, they are exposed not only to [...]
CPD: Ethics and moral dilemmas
When it comes to financial advice, the numbers may be black and white, but the ethical decisions often aren’t. This article, proudly sponsored by GSFM, examines moral dilemmas and the [...]
CPD: Jump in my CAR. Client Advice Records – why, what, how
Introduction The forthcoming replacement of Statements of Advice (SOAs) with Client Advice Records (CARs) has once again shone a spotlight on the vexed issue of client communication within financial advice. [...]
CPD: Investor Behaviour – Retirement
To best understand how and why clients make financial decisions – particularly during retirement – advisers must look beyond technical strategies and consider investor behaviour. Before addressing product selection or [...]
CPD: A star is (re)born – Investment Bonds are the new headline act of tax-smart investing
Introduction Tax-smart investing is one of the central pillars of quality, effective, financial advice. The capacity for tax to drag on investment returns, stifle compounding, and eat away at gains [...]