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

Economic equality improves the most in two years  amid correction from Coronavirus pandemic

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The Financy Women’s Index (FWX) rose to 78.1 points in the September quarter, reflecting further, albeit small, advancement towards economic equality in Australia. The result is the best gain in... Read more continue reading

CPD: 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

CPD: 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