Business Excellence

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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 InvestmentMarkets

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

14 Jul 2026

Brookfield finds growing interest in alternative investments among Asian female investors

From Brookfield

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

13 Jul 2026

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

From Financy Women’s Index

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

10 Jul 2026

Zurich data finds Australians are living longer but not healthier

From Zurich Financial Services Australia

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

10 Jul 2026

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology

From Allianz Retire+

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

09 Jul 2026

Why ETFs are surging in popularity with young investors

From RMIT University

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

08 Jul 2026

Retirement sentiment falls 13 points after 2025 rebound

From Brighter Super

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

07 Jul 2026

Escala launches ‘Advisory Growth Track’ amid a nationwide talent shortage

From Escala Partners

Escala, a leading Australian wealth advisory firm serving high-net-worth individuals, family offices and not-for-profit organisations, has announced a new adviser career framework and client origination incentive (COI), designed to attract,... Read more continue reading

06 Jul 2026

CPD: Ethics and client best interests

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the... Read more continue reading

03 Jul 2026

CPD: Decoding the compliance signals within AFCA’s Lead Decisions

From AdviserVoice - this Regulatory Compliance and Consumer Protection CPD article is proudly brought to you by Russell Investments

Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single... Read more continue reading

01 Jul 2026

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CPD: Consumer protection essentials – AFCA and advice complaints
As essential component of a robust framework for protecting financial consumers is the presence of mechanisms that hold individuals and organisations to account for causing consumer harm and allow consumers [...]
CPD: A new approach to assessing risks in retirement
In our last article, we examined the common risks that can impact retirement. The financial risks we’re all acutely aware of: longevity risk, inflation risk, market risk and sequencing risk. [...]
CPD: Ethics and financial abuse
Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]
CPD: Seeking stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]
CPD: The year ahead for fixed income markets
The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]