Modest gains mask fading gender equity momentum as tax disparities and NDIS shifts risk turning women into an ‘unpaid safety net’

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Key points The Financy Women’s Index rose 0.61 points to 78.47 points out of 100 in the March quarter. The Underemployment sub-index gained 2.9 points, returning to March 2025 level... Read more continue reading

Zurich data finds Australians are living longer but not healthier

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Zurich Financial Services Australia (Zurich) has published new analysis showing that while Australia is among the highest‑ranking nations for health system performance and reduced mortality, it faces rising levels of... Read more continue reading

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology

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Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new... Read more continue reading

Why ETFs are surging in popularity with young investors

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A record number of exchange traded funds (ETFs) are now listed on the ASX, giving Australians more investment choice than ever before. As ETFs become an increasingly popular way to... Read more continue reading

Retirement sentiment falls 13 points after 2025 rebound

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Australians are significantly less confident about retirement than they were six months ago, with retiree confidence falling from 60% to 47% and pre-retiree preparedness declining from 38% to 31%, according... Read more continue reading

Escala launches ‘Advisory Growth Track’ amid a nationwide talent shortage

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Escala, a leading Australian wealth advisory firm serving high-net-worth individuals, family offices and not-for-profit organisations, has announced a new adviser career framework and client origination incentive (COI), designed to attract,... Read more continue reading

CPD: Ethics and client best interests

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In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the... Read more continue reading

CPD: Decoding the compliance signals within AFCA’s Lead Decisions

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Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single... Read more continue reading

Australian household wealth hits high at $19.2 trillion, lifted by record property and cash assets

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Australian household wealth hit an all-time high of $19.21 trillion in the March 2026 quarter, boosted by record property and cash investments, which sat at $12.98 trillion and $2.0 trillion, respectively, new data... Read more continue reading

Talk is cheap…but the returns are fantastic

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Word-of-mouth remains the best marketing professionals can use, or get. The next best is “talk”.  Talk to clients and prospects directly.  One-to-one…actually spending time communicating directly with each other…voice to... Read more continue reading