“How long will my retirement last?” Longevity insights

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TAL actuaries specialising in retirement have done a deep dive into Australian life expectancy data – uncovering the truth about 5 commonly held life expectancy myths (“the age my parents or... Read more continue reading

Why your advisory practice needs two marketing targets

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When considering advisory practice marketing the primary focus from most advisers is “How much should I spend to get a new client onboard?” It is a single marketing focus; just... Read more continue reading

EOFY investor checklist: 5 smart strategies before 30 June

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As the 2024-2025 financial year draws to a close, Australian investors have a valuable window to sharpen their tax strategies, rebalance portfolios, and set the foundations for the year ahead.... Read more continue reading

Global Wealth Report 2025: Wealth growth accelerated in 2024

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In a year marked by shifting economic tides, the world’s wealth landscape continued to evolve. The 2025 edition of the UBS Global Wealth Report reveals not only a 4.6% rise... Read more continue reading

$3 million super balance tax: an opportunity to think beyond superannuation for major life expenses

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The government’s proposal to increase tax on high-balance super accounts creates an opportunity for young adults to revisit their savings approach for major life events. The proposal will see earnings... Read more continue reading

HESTA strengthens stance on gender diversity on release of new investment management survey results

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HESTA is continuing its commitment to progress 40:40 gender balance across its investment value chain* and will look to commit future capital to gender diverse investment teams. The focus comes... Read more continue reading

Is that adviser working for you?

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“Is that adviser working for you?” is a question that is being constantly thrown at consumers, and there is some merit in it. Which financial adviser is going to be... Read more continue reading

Acenda scoops ALUCA Life Insurance Excellence Awards

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Acenda has been recognised for its leadership in claims handling and underwriting, winning four awards at the Australian Life Underwriting and Claims Association (ALUCA) Life Insurance Excellence Awards in Sydney.... Read more continue reading

CPD: Ethics and the advice practice

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When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice.  This article, proudly sponsored by... Read more continue reading

CPD: Is your approach to client risk profiling putting you at risk?

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Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by... Read more continue reading