Certainty – an essential ingredient for a comfortable retirement

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The state of being completely sure or confident about something, certainty implies a high degree of confidence in a situation. As explored in this article from Allianz Retire+, financial certainty... Read more continue reading

Schroders Global Investor Study 2023 reveals declining confidence in investment knowledge from Australian investors but greater optimism for better returns

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Fewer Australian investors consider themselves investment ‘experts’ amid current market difficulties, but they are more confident that better days are ahead, according to the latest Schroders Global Investor Study 2023... Read more continue reading

Adviser briefing – the future of client-centric life underwriting

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Introduction Underwriting is a foundational element of life insurance. By ensuring lives are admitted to the life insurance pool at the price and terms that accurately reflects their risk, life... Read more continue reading

Australians need better access to advice, tools and knowledge to achieve financial freedom

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The majority of Australians are taking proactive steps to strengthen their financial situation, but many need more support to realise their financial goals and prepare for retirement, according to the... Read more continue reading

Investors go back to cash as markets are flattened

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State Street Global Markets has released the results of the State Street Institutional Investor Indicators for September. The State Street Risk Appetite index fell to -0.18 from 0, showing that,... Read more continue reading

Retirement of the future

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Between now and 2028, 670,000 Australians intend to retire, taking the total number to almost five million[1]. As our total population ages, what does that mean for the future of... Read more continue reading

TAL research reveals key opportunity for employers and super funds to support employee financial wellbeing

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New research from leading Australian life insurer, TAL, highlights the impact of mounting financial stress on the wellbeing of employees, their performance and workplace productivity, and how quality financial literacy resources can... Read more continue reading

Millennial and Gen Z consumers want financial advice but don’t know where to start

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Contrary to the widely held belief that financial advice is only for older, wealthier Australians, new research commissioned by Colonial First State (CFS) has found that Millennial and Gen Z... Read more continue reading

Australians financially illiterate when it comes to retirement

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New research by AMP shows that most older Australians find it challenging to navigate our retirement system and lack knowledge about fundamental aspects of managing their retirement finances. For Australians... Read more continue reading

Class launches 2023 Annual Benchmark Report

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Leading cloud-based wealth accounting and SMSF administration software provider Class has today released the 2023 Annual Benchmark Report, revealing younger generations continue to drive new establishments whilst retirees are experiencing the... Read more continue reading