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

CPD: 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

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

CPD: 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