Certainty – an essential ingredient for a comfortable retirement

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The state of being completely sure or confident about something, certainty implies a high degree of confidence in a situation. As explored in this article from Allianz Retire+, financial certainty... Read more continue reading

Schroders Global Investor Study 2023 reveals declining confidence in investment knowledge from Australian investors but greater optimism for better returns

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Fewer Australian investors consider themselves investment ‘experts’ amid current market difficulties, but they are more confident that better days are ahead, according to the latest Schroders Global Investor Study 2023... Read more continue reading

Adviser briefing – the future of client-centric life underwriting

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Introduction Underwriting is a foundational element of life insurance. By ensuring lives are admitted to the life insurance pool at the price and terms that accurately reflects their risk, life... Read more continue reading

Australians need better access to advice, tools and knowledge to achieve financial freedom

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The majority of Australians are taking proactive steps to strengthen their financial situation, but many need more support to realise their financial goals and prepare for retirement, according to the... Read more continue reading

Consumer protection – the financial literacy challenge with older Australians

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Our ageing population represents one of the most significant policy challenges our nation has faced in decades. The burden on our health and social security systems will grow at the... Read more continue reading

Getting started on the Artificial Intelligence journey – a practical adviser toolkit

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Unless you have been living on another planet recently, it has been hard to avoid the topic of artificial intelligence. While ‘AI’ has actually been around for a long time,... Read more continue reading

Ethics – The many shades of grey

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The financial adviser Code of Ethics seeks to impose ethical duties that go above the requirements of the law. While the law may be clear, any aspect that is open... Read more continue reading

Financial advisers should be coaching

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Coaching is about changing behaviour in order to change results. Advising is telling people what, and perhaps how, something should be done.  Advising is basically “having the answer” and telling... Read more continue reading

Is the LEI the future of global transactions? Implications for Australian financial institutions

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The Australian Securities and Investment Commission (ASIC) has signalled its intention to harmonise regulations with internationally accepted standards. The Legal Entity Identifier (LEI) is one element of those standards and,... Read more continue reading

AMP announces winner of the 2023 University Challenge

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Angus Uwland, Chaise Murray and James Elsworthy have won AMP’s University Challenge for 2023. The team, from Deakin University in Melbourne, beat over 70 students to claim the top prize... Read more continue reading