Who is paying who for financial advice?

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Who is paying who for financial advice will become the biggest question in consumers minds as the industry stakeholders continually and very publicly debate fees, commissions and conflicts of interest... Read more continue reading

The Dark Web revealed: New study shows problems mounting for cybercriminals

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Research from LexisNexis® Risk Solutions takes a deeper look into how cybercriminals operate using the dark web in its latest report, Fraud for Sale: Untangling the Dark Web, part of... Read more continue reading

New research shows housing wealth alone is no longer enough for older Australians

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Homesafe Wealth Release says new research released by COTA Australia confirms what many older homeowners already know: owning a home does not guarantee financial security in retirement. The State of... Read more continue reading

CPD: Ethical financial advice for vulnerable clients – part one

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This article, proudly sponsored by GSFM, examines how advisers work with vulnerable clients, particularly those affected by ageing and cognitive decline. It explores the ethical tensions that may arise and... Read more continue reading

Australia urged to commit to fixing financial literacy in 2026

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Australia must urgently commit to a National Financial Capability and Wellbeing Strategy in 2026, as financial literacy rates fall and young Australians risk entering adulthood without essential money skills, according... Read more continue reading

Most older Australians want to stay in their homes despite pressure to downsize

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The national conversation around downsizing often overlooks the reality that most older Australians want to stay in their homes and many who do downsize often regret the decision. Research consistently shows that... Read more continue reading

CPD: Wealth transfers in practice – managing beneficiary, timing and control risks with investment bonds

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Wealth transfer through a risk management lens The multi-trillion-dollar transfer of wealth across Australian generations, from Baby Boomers down to Generations X, Y, Z and beyond, is already well underway.... Read more continue reading

Personal Risk Professionals named 2026 PPS Mutual Risk Practice of the Year

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Personal Risk Professionals has been named the winner of the 2026 PPS Mutual Risk Practice of the Year Award, a national award determined through an independent judging process recognising excellence in life... Read more continue reading

CPD: SMSF advice under the microscope – what REP 824 means for advisers

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Introduction When considering the various sector reviews conducted by ASIC during 2025, one could be forgiven for recalling Taylor Swift’s sentiment from 2017 “This is why we can’t have nice... Read more continue reading

CPD: Futureproof – what different generations really value in advice (Part 3)

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Introduction “Clients don’t all value advice the same way. Expectations differ across generations”. (Value of an Adviser, 2025, Russell Investments). Understanding and articulating the value of financial advice remains a... Read more continue reading