AMP calls for social media accountability for financial harm

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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

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

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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

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

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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

CPD: A practical system for building client confidence – Value of Advice (Part 1)

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Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this... Read more continue reading

CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI

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Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk... Read more continue reading

CPD: A review of the Code of Ethics (part two)

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This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here.... Read more continue reading

Chant West and Epic Retirement announce outcome of 2027 Epic Retirement Tick assessment

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Chant West and the Epic Retirement Institute has announced the outcome of the 2027 Epic Retirement Tick assessment. Three new funds join the line-up of funds that received the accreditation... Read more continue reading

Advice linked to greater investment confidence among wealthy Australians

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High-net-worth Australians who receive financial advice are substantially more confident in their investments than those managing their wealth without an adviser, according to new research released by Praemium and CoreData.... Read more continue reading

Launch of Australian Resilience Index shows the threat of financial insecurity

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Zurich Financial Services Australia (Zurich) has released Australia’s first comprehensive Resilience Index, revealing more than one in five Australians face significant vulnerability, driven predominantly by financial insecurity. The Australian Resilience... Read more continue reading

Small moments of connection can make a meaningful difference to wellbeing – why we should view time spent with friends and family as a valuable health habit

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Australians value time with their mates, but new research suggests many are skipping the moments that can help them feel supported and connected. TAL’s Understanding Modern Australia Report shows Australians... Read more continue reading