Financial advice key to financial wellbeing

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The majority of Australians don’t feel positive about their financial future and lack confidence when making decisions about their super, new research from Colonial First State (CFS) has found. CFS... Read more continue reading

Younger Australians’ equities portfolios outperforming Gen X and Baby Boomers

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Younger Australian equity investors have weathered a year of volatile economic conditions and tightening interest rates to outperform Generation X and Baby Boomers, with Gen Y and Z investors achieving... Read more continue reading

Client protection – practical ways to improve the quality of your risk profiling

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Know your client, know their true risk profile Understanding the risk profile of your clients is one of the fundamental pillars to providing advice that is in their best interests.... Read more continue reading

Seven in 10 homeowners with a fixed-rate loan don’t know what their variable rate will be

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New national research from AMP Bank has found that 7 in 10 (69%) homeowners with a fixed home loan component don’t know the variable revert rate they would roll onto.... Read more continue reading

Gender equality progress recovers amid Barbie and Matildas effect in Australian society

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Key points: Women’s Index rose 0.2 points in the June qtr to 76.5 points with a recovery in gender financial equality progress helped by improvements in the gender gap and... Read more continue reading

Gender wages gap narrows to record low – female full-time jobs, wages growth outstrips male outcomes 

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Australia’s gender wages gap has narrowed cycle to the lowest level on record, new data show, and it could keep on narrowing given wages growth for females is easily outpacing... Read more continue reading

Trust and simplicity more valuable than product and investment advice when dealing with financial advisers

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A research article commissioned by Australian Retirement Trust (ART), one of Australia’s largest super funds, has found that the skills clients value most in a financial adviser are simplicity, trust,... Read more continue reading

Wealthy Australians seek private market access and advice in uncertain macroeconomic conditions

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LGT Crestone has released its 2023 State of Wealth report, polling Australia’s high net worth (HNW) and ultra-high net worth (UHNW) individuals to reveal how theinvestment approach of the nation’s... Read more continue reading

New measures to combat financial abuse

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Westpac is implementing new measures to stamp out financial abuse and make banking even safer for customers. The new protections include embedding safety into the design of all the bank’s... Read more continue reading

Intergenerational wealth transfer gathers pace, wealth industry needs to better prepare

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The pace of intergenerational wealth transfer has quickened. Most Baby Boomers will retire by 2028 and the industry needs to better prepare for this hastened process; notes a report from... Read more continue reading