New Moneysmart data reveals young women more stressed than young men about finances, cost of living

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New research released by ASIC’s Moneysmart has shed light on the financial concerns of Australian Gen Z women, revealing that they are more likely than Gen Z men to feel stressed and... Read more continue reading

Consumer sentiment lifts off lows

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The Westpac Melbourne Institute Consumer Sentiment Index rose 6.2% to 86 in February, from 81 in January. This is the biggest monthly gain since April last year, when the RBA... Read more continue reading

TAL research highlights the impact of financial health on physical and mental wellbeing

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New research[1] from Australian life insurer, TAL, reveals most Australians believe their financial health is a factor in their overall health (56%) and six in ten are thinking more about their financial... Read more continue reading

Taking a holistic health view to help reinforce value for clients

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As people continue to aim for holistic wellbeing, recognising the interdependence between financial, mental, and physical health will help to enable advisers offer more comprehensive and tailored guidance. Integrating preventative... Read more continue reading

Majority of homeowners face ‘debt cliff’ heading into retirement

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New research by AMP shows that older Australians are expecting to head into retirement with higher levels of debt, presenting a growing challenge to them achieving financial confidence in later... Read more continue reading

CPD: The most significant retirement risk of them all

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  It’s estimated that 670,000 Australians intend to retire between now and 2028[1]. As this cohort approaches retirement, they’re in the ‘retirement risk zone’ where volatile markets can make or... Read more continue reading

New study reveals what matters more for the population in the fight for equal opportunities

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Inequalities have been a major issue for years, but the COVID pandemic has pushed this topic to the forefront. Starting last, the OECD is featuring a series of briefs highlighting... Read more continue reading

Maybe the client IS the problem

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What you think is the problem is not always actually the problem.  Sometimes the person is the problem. Sometimes, maybe, the client is the problem rather than you. Before talking... Read more continue reading

New research reveals most Australians are uncertain about their financial options for retirement

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New research from leading Australian life insurer, TAL, and Investment Trends shows nearly two in three Australian non-retirees[1] are unsure about their financial options in retirement and feel they need more information to make choices... Read more continue reading

Adviser poll highlights investor resilience amid geo-political challenges: Advisers highlight the importance of increased support to help educate investors

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Viridian Advisory, an Australian advisory firm, conducted a poll of its adviser network which covered 41 financial advice practices and the views of over 100 financial advisers. The survey conducted... Read more continue reading