AI could make the investment herd move faster

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Artificial intelligence may give investors access to more information and greater processing power than ever before, but it could also amplify herd behaviour and make markets less efficient, according to... Read more continue reading

My Dealer Services asks Treasury to explore FSC motives behind Future of Advice Licensing whitepaper

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Self-licensing specialist My Dealer Services (MDS) has written to Treasury asking it to assess the FSC’s recent whitepaper on proposed ASIC industry funding levy changes against what it says is... Read more continue reading

Hesitancy emerging as a greater risk than market volatility, inadequate savings

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New research from Allianz Retire+ has identified decision inertia, driven by a powerful fear of commitments perceived as irreversible, as an emerging risk to retirement outcomes for otherwise well-prepared Australians.... Read more continue reading

Adviser focus shifts from policy to strategy as Division 296 impact builds

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KeyInvest, a member-owned mutual society, has released a new whitepaper on Division 296, putting a spotlight on how adviser thinking is shifting from understanding the policy to managing its long-term... Read more continue reading

$13.5 billion lost: the true cost for Aussies missing out on tax-free retirement 

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HESTA has launched a new white paper that highlights a significant blind spot in Australia’s retirement system. The white paper – Make the move: guiding members to tax-free retirement – is a... Read more continue reading

Can China replicate its EV success with humanoids?

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Key takeaways Building on its success in electric vehicles (EVs), China is now shifting its attention towards humanoid robotics as the next frontier for technological leadership. This transition draws on... Read more continue reading

Simplified retirement advice a must to overcome behavioural biases

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Reframing retirement advice and simplifying frameworks is key to addressing behavioural biases in retirement, increasing engagement, and improving retirement outcomes for every Australian, according to a whitepaper by Industry Fund... Read more continue reading

Research: Advisers using AI to cut through market noise and keep clients calm

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Australian financial advisers are turning to AI to simplify and sharpen their client communications during times of market turbulence. This is one of the headline findings of Milford’s newly released... Read more continue reading

77% of Australians concerned about retirement savings security, MUFG Retirement Solutions research reveals

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New research commissioned by MUFG Retirement Solutions, a division of MUFG Pension & Market Services (“MPMS”) reveals that 77% of Australians are moderately to highly concerned about cyber incidents impacting... Read more continue reading

Whitepaper: Fortune favours the small and the brave

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In a new white paper Schroders challenges conventional thinking about risk in private equity, urging financial advisers to reconsider how they define and pursue investment safety. While many investors gravitate... Read more continue reading