Protecting older Australians against the growing issue of financial abuse 

From

Equity Trustees, a sponsor of the upcoming 2026 Stand Up, Speak Out Australian Elder Abuse Conference, is calling for greater awareness of the need to act early to protect older... Read more continue reading

Four ways advisors can better frame annuities with clients

From

Avantis Investors provides four takeaways advisors can apply in client conversations when discussing annuities with clients. 1. Start with income, not account balances Advisers should begin with the end in... Read more continue reading

Gen Z leads in financial and retirement confidence, but doubts remain widespread

From

A new generation of financial ‘super planners’ arrives as cost-of-living pressures widen national retirement confidence gap Having enough to retire comfortably is Australians’ equal top life goal alongside financial independence... Read more continue reading

Young Australians don’t have an investing problem – it’s listening to the noise that says it’s too late or too hard to even start

From

The belief that younger Australians have already missed their chance to build wealth is becoming one of the country’s most damaging financial myths, according to InvestmentMarkets CEO Darren Connolly. The... Read more continue reading

Brookfield finds growing interest in alternative investments among Asian female investors

From

Brookfield’s Alts Institute has found high-net worth (HNW) women in Asia have strong interest in alternative investments while financial advisors play a critical role in helping women access and understand... Read more continue reading

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

From

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

From

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

From

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

From

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

From

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