Blogs, Articles & Updates

Artificial intelligence (AI) is no longer a distant concept, it’s already transforming how financial advice is delivered, managed, and experienced. In a recent episode of The ifa Show , MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon joined host Keith Ford to explore how AI is reshaping the advice landscape. Their conversation offered a practical look at how advice firms can leverage technology without losing the human touch clients value most.  As

Prepared by Mark Cecil – Financial Planner, Zinc Wealth   Setting the Scene   The second quarter of 2025 reminded us that volatility remains a core part of investing. We saw a sharp correction in US shares early in the quarter, with the Morningstar US Market Index plunging close to 11% over just two days in early April. The driver? A fresh round of tariffs that rattled markets and raised concerns around global trade.  While headlines like these can spark emotional reactions,

With the government now pushing ahead with plans to double the tax rate on earnings from superannuation balances above $3 million, there’s been a noticeable shift in how people are talking about savings and wealth strategies. What was once seen as a niche concern for the ultra-wealthy is increasingly being viewed through a broader lens — especially by younger Australians looking to the future. The change means that individuals with more than $3 million in super would see earn