1+ week, 1+ day ago   (442+ words) An increasing share of funds under advice are now held by older Australians, according to CFS, as clients aged 75 and over now account for 22 per cent of funds under advice, up from 15 per cent in 2020. Findings are based on analysis…...

2+ week, 7+ hour ago   (438+ words) Financial adviser with retiree couple AMP’s latest Retirement Confidence Pulse reveal that three-quarters of Aussies say cost-of-living pressures and inflation have increased their concerns about financial security in retirement. Overall, retirement confidence edged up in the past year, with 52 per…...

2+ week, 5+ day ago   (441+ words) Australia’s advised high-net-worth (HNW) investors have stayed defensively positioned over the past year but are seeking speedy communication with their adviser during market volatility. According to the firm, more than four in five investors adjusted their portfolios in response to…...

3+ week, 1+ day ago   (647+ words) While the cost of advice fees has increased in recent years, so too has the perceived value of service among clients, according to Russell Investments’ annual report. The Value of Advice report surveyed around 1,000 Australians, including financial advisers, advised clients…...

4+ week, 22+ min ago   (350+ words) Australians are waiting until retirement to seek advice, potentially losing out on valuable guidance that could improve their financial status in retirement, according to Challenger. A recent report, Four Ways Australians Navigate Retirement, surveyed over 1,000 people between 60-80 who had at…...

1+ mon, 4+ day ago   (356+ words) Challenger has launched a retirement income institute aimed at improving the confidence of those individuals approaching retirement. It comes as Australia’s retirement market continues to swell, with 250,000 new retirees a year, many of whom lack confidence entering retirement and could…...

1+ mon, 6+ day ago   (109+ words) Image: Prime Creative Media Markets are hitting record highs, but with stretched valuations, rising bond yields and growing scrutiny of the AI boom, how much optimism is already priced in? On this episode of Relative Return Insider, Olivia Grace-Curran is…...

1+ mon, 1+ week ago   (496+ words) Stress and disrupted sleep are the dominant problems faced by around half of financial advice professionals, according to a CoreData survey, rising for those who are self-licensed. The firm’s Future of Advice report described how “stress is the hidden cost…...

1+ mon, 2+ week ago   (749+ words) Medical specialists are a valuable market for advice firms with their high salaries and own businesses but face unique advice challenges. A new report from NAB Wealth ‘Beyond the Practice’ examined medical professionals aged 45+ with a personal income of over…...

2+ mon, 3+ week ago   (501+ words) While advice practices juggle the obstacles of an evolving industry, Natixis IM says ensuring steady asset growth could be a challenge going forward as market uncertainty makes clients skittish. The 2026 Natixis Global Survey of Financial Advisors, conducted by CoreData for…...