Sharp rise in living costs for retirees and employees could force investors into higher yielding assets

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A rise in living costs as revealed by new data from the Australian Bureau of Statistics today could force retirees and other investors to seek higher returns from fixed income... Read more continue reading

When your client lacks ethics

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Ethics is at the core of what most advisers do, day in and day out. However, consider the circumstances where a financial adviser is instructed by a client, but cannot... Read more continue reading

Kate Farrar, CEO of Brighter Super, named FEAL Fund Executive of the Year 

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Kate Farrar, CEO of Brighter Super, is the 2024 Fund Executive Association Limited (FEAL) Fund Executive of the Year.   Last night at the FEAL Members’ Dinner in Melbourne, Ms... Read more continue reading

Macquarie University and Challenger partner on Australia’s first retirement income study on customers

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An Australian first study from Macquarie University’s School of Psychological Sciences has revealed mental health, enjoyment, and financial security are key benefits to incorporating guaranteed income and annuities into retirement... Read more continue reading

Zurich awarded gender equality citation by WGEA

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Zurich Financial Services Australia (Zurich) has announced it has been awarded the ‘Employer of Choice’ citation for Gender Equality by the Australian Government Workplace Gender Equality Agency (WGEA).  The WGEA... Read more continue reading

TAL recognised for its commitment to workplace gender equality for tenth year

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Australian life insurer, TAL, has been recognised for its action and progress towards achieving workplace gender equality by the Commonwealth Workplace Gender Equality Agency (WGEA). It is the tenth consecutive year... Read more continue reading

Talking ‘bout my generation: under 40s and their parents not communicating on intergenerational wealth matters

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Key points Most under 40s haven’t spoken to their parents about wealth transferral Under 40s not relying on ‘bank of mum and dad’, despite housing unaffordability fears Half of under... Read more continue reading

MLC Life Insurance wins Claims Team of the Year back-to-back

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MLC Life Insurance was recognised last night for its excellence in claims and underwriting after receiving four awards at the prestigious Australian Life Underwriting and Claims Association (ALUCA) Life Insurance... Read more continue reading

Deloitte Access Economics identifies seven megatrends that will drive the financial advice industry to $8.2 billion

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Key points Australia’s advice industry is expected to grow by $2bn in revenue and 486,000 customers in the next five years. If all Australians could access better advice, the pool... Read more continue reading

Young Australian investors upbeat about their financial prospects

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today released the results of its 2024 ETF Impact Survey, which found that despite the domestic... Read more continue reading