Advice critical to support HNW investors’ appetite for alternatives

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New research from Praemium has revealed a surge in appetite for alternative assets. Just under a quarter of Australia’s high-net-worth (HNW) investors (22%) are already allocating to the asset class... Read more continue reading

Financial advisers remain #1 source of information for Australian investors

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HSBC’s fourth Investor Insights Survey[1] has shown that Australians are increasingly seeking investment information (2025: 92%, 2024: 85%) with financial advisers being the number one trusted source. Donahue D’Souza, Head of Investments... Read more continue reading

Research reveals Australians happy in retirement but pre-retiree confidence is waning

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Australians are living a happy retirement, but for those approaching retirement the picture is less certain. New data from the Challenger Retirement Happiness Index, released yesterday, shows preretirees are feeling... Read more continue reading

Why tailored retirement income strategies matter for advisers

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More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these... Read more continue reading

Fidelity International research: Majority of Australians concerned about implications of inheritance

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With $3.5 trillion dollars expected to transfer between generations in the next 20 years as part of the great wealth transfer, many Australians expect to receive some form of inheritance... Read more continue reading

Risk and retirement

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Australian retirees face both controllable and uncontrollable risks that can impact their retirement savings. This article from Allianz Retire+ explores these risks and the potential financial and emotional impacts on... Read more continue reading

Overcoming barriers to retirement savings: behavioural factors and existing schemes

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Individuals face difficulties in making savings decisions due to the complexity of determining savings amounts and how to allocate assets, compounded by behavioural issues like ‘present bias’ and procrastination. Many... Read more continue reading

Women increasingly aware of importance of financial well-being but confidence continues to lag

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Women are increasingly aware of the importance of managing their financial wellbeing and taking steps to take control of their finances.  However, they continue to have less confidence in their... Read more continue reading

Financial advisers explore innovative philanthropic avenues to deepen client relationships 

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As responsible investing and philanthropy gain traction among investors, financial advisers are increasingly integrating social impact strategies into their wealth management services to deepen trust and engagement with clients. “Philanthropy... Read more continue reading

Prepare now: five financial steps to weather any disaster

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As temperatures rise, Australians are bracing for potential disasters – from bushfires in the south to cyclones in the north. While most preparations focus on ensuring personal safety and protecting... Read more continue reading