How a small green ‘tick’ is driving retirement solution improvements
Only eight of 45 super funds received a “tick” designation from the Epic Retirement Institute in its latest assessment of retirement offerings, but the research firm that carries them out says the standard of funds’ retirement offerings is nevertheless improving overall.
October 02, 2026
Personalised advice and clear communication trump fees for HNW clients
Research reveals that high-net-worth investors are after a personalised approach and strong communications skills from their advisers, especially during market volatility. With 120,000 households added to the HNW cohort in the past 12 months there is an opportunity for the right advisers to tap into a growing market.
October 01, 2026
Financial advisers will be even more relevant in ten years
The Australian financial advice profession is not dying. The market and technology are asking advisers to step into a more strategic and more human, role than the one they have traditionally occupied. Those who take that step will be even more relevant in ten years than they are today.
October 01, 2026
CALI life code response backs half of Kell’s recommendations
The Council of Australian Life Insurers (CALI) has released its formal response to 85 recommendations included in a review of the Life Insurance Code by former ASIC deputy chair Peter Kell. The peak life insurance body says it supports 47 of the recommendations fully or with some qualification and has set out a timetable for working through the rest.
September 30, 2026
APRA expects proposed reforms to hit platforms hardest
APRA has proposed requiring super trustees to limit members' exposure to high-risk investment options as part of a package the regulator expects to have the greatest impact on platform trustees following the $1 billion collapse of Shield and First Guardian.
September 30, 2026
The adviser’s guide to investment megatrends
Professional Planner, in partnership with Global X, has put together a guide to help advisers discern between megatrends and short-term fads and learn more about the themes that are expected to drive growth in portfolios for many years to come.
September 30, 2026
What financial advisers need to consider when it comes to life expectancy
Financial advisers can play a critical role when it comes to improving clients’ understanding of life expectancy and what it means for their retirement, after an Actuaries Institute report found there is a gap between people’s life expectancy and their mortality.
September 29, 2026
ASIC’s ‘guide’ for advisers considering private credit funds
ASIC’s 10 principles for “private credit done well” provide a timely and useful roadmap for financial advisers considering whether exposure to the asset class is right for clients. In a speech last week, Commissioner Simone Constant flagged fee transparency, liquidity mismatches and complex underlying structures as being among the things to watch out for.
September 28, 2026
UN week lays bare the fragility of US exceptionalism
Visiting the United States during a historic United Nations General Assembly and amid a fevered debate about regulating artificial intelligence provided a stark backdrop to a world of rising conflict and complexity, which AI could well just accelerate.
September 28, 2026
The investment utility that’s helping solve the retirement challenge
Managed accounts are being used in an increasing number of creative ways, including to build portable portfolios that meet the evolving needs and priorities of retirees.
September 28, 2026
Redesign the work, don’t just adopt the technology
A technology strategy shouldn’t start with the technology, and activity should not be confused with progress. Licensees in fear of being left behind by AI advances should think carefully before heading off on a strategy and before they start make sure they can provide clear answers to a few basic questions.
September 25, 2026
