Navigating the future: APRA’s roadmap for stress tests and cost of the credit risk

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As we embark on the threshold of a new fiscal year, the Australian Prudential Regulation Authority (APRA) is gearing up to unveil its 2024-25 Corporate Plan, set to be disclosed... Read more continue reading

New Moneysmart data reveals young women more stressed than young men about finances, cost of living

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New research released by ASIC’s Moneysmart has shed light on the financial concerns of Australian Gen Z women, revealing that they are more likely than Gen Z men to feel stressed and... Read more continue reading

Consumer sentiment lifts off lows

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The Westpac Melbourne Institute Consumer Sentiment Index rose 6.2% to 86 in February, from 81 in January. This is the biggest monthly gain since April last year, when the RBA... Read more continue reading

Ethics and recommending listed investments

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Despite volatile markets, Australian investors continued their love of ETFs. In fact, the Australian ETF industry recorded its highest annual increase in funds under management over 2023[1]. This article, proudly... Read more continue reading

New alerts to help stamp out financial abuse 

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Westpac is doubling down on its efforts to protect customers with the launch of new alerts that will help identify potential power of attorney abuse. The new detection capability will... Read more continue reading

TAL research highlights the impact of financial health on physical and mental wellbeing

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New research[1] from Australian life insurer, TAL, reveals most Australians believe their financial health is a factor in their overall health (56%) and six in ten are thinking more about their financial... Read more continue reading

Complexity in advice – how it undermines financial consumer protection

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Adviser’s don’t need to be reminded how complex the world they operate in is. Financial products, regulations, advice processes and documents are all inherently complex. The deep irony is that... Read more continue reading

The six necessities of modern marketing for financial advisers

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I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods.  Marketing for financial advisers was for years –  decades perhaps... Read more continue reading

Financial advice – 2024 regulation and compliance look ahead

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Introduction For financial advisers, 2024 promises to be another busy year from a regulation and compliance perspective. But with the government response to the Quality of Advice Review grabbing most... Read more continue reading

Ethical practice in the face of financial elder abuse

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As Australia’s population ages, it is anticipated that the incidence of elder abuse will increase. This includes financial abuse, which needs to be identified and appropriately managed by financial advisers.... Read more continue reading