{"id":81946,"date":"2026-04-09T09:29:34","date_gmt":"2026-04-08T23:29:34","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=81946"},"modified":"2026-04-14T16:20:19","modified_gmt":"2026-04-14T06:20:19","slug":"tal-teams-with-mccrindle-on-insights-index-for-advisers","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2026\/04\/09\/tal-teams-with-mccrindle-on-insights-index-for-advisers\/","title":{"rendered":"TAL Teams with McCrindle on Insights Index for Advisers"},"content":{"rendered":"

TAL has partnered with social research firm McCrindle<\/a> to launch a new annual study aimed at helping advisers better understand shifting client needs.<\/p>\n

The Modern Australia Index<\/em> will provide insights into the social, demographic and economic trends shaping Australians\u2019 financial behaviours and expectations.<\/p>\n

TAL said the Index will give advisers a real-time understanding of the social, demographic and economic trends influencing their clients\u2019 needs.<\/p>\n

Founder and Principal at McCrindle, Mark McCrindle<\/strong> \u2013 a keynote speaker at Riskinfocus 26 \u2013 said the Index will explore Australians\u2019 preparedness at a time when \u201crapid technological change and converging megatrends are reshaping Australians\u2019 outlook\u201d.<\/p>\n

See: Megatrends to Reshape Financial Advice<\/a><\/p>\n

\"Mark
Mark McCrindle<\/figcaption><\/figure>\n

\u201cThis research will provide a clear sense of Australians\u2019 long-term outlook, and their current financial reality, health, digital behaviours and social connectivity,\u201d said McCrindle.<\/p>\n

The Index will cover the issues most relevant to adviser-client conversations, such as:<\/p>\n

    \n
  • Financial realities<\/li>\n
  • Cost of living pressures<\/li>\n
  • Digital consumer behaviour<\/li>\n
  • Generational shifts<\/li>\n
  • Wellbeing and health<\/li>\n
  • Australians’ attitudes toward protection<\/li>\n
  • The role of advice in their lives<\/li>\n<\/ul>\n

    Advisers are working harder than ever to understand what their clients need…<\/p><\/blockquote>\n

    TAL GM, Consumer & Growth, Alexis Denby<\/strong> said the Index\u2019s longitudinal design will allow advisers to track how views and circumstances change over time, translating broad social trends into insights they can act on in their businesses and client conversations.<\/p>\n

    \"Alexis
    Alexis Denby<\/figcaption><\/figure>\n

    She pointed to recent McCrindle generational analysis showing that although Baby Boomers hold around half of Australians\u2019 private net wealth, they are not immune to rising living costs.<\/p>\n

    Meanwhile, Gen X and Gen Y, despite being in their peak earning years, typically have less accumulated wealth to rely on during periods of heightened uncertainty.<\/p>\n

    Denby said: \u201cAdvisers are working harder than ever to understand what their clients need, and we want to give them something that genuinely helps with that.<\/p>\n

    \u201cFor TAL, these insights will shape the products we offer, and how we engage with and support our customers.\u201d<\/p>\n

    The Index will be made available to advisers and industry partners from July 2026.<\/p>\n

    \"Mark
    Mark McCrindle, Riskinfocus26, Melbourne.<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"

    TAL has partnered with social research firm McCrindle to launch a new annual study aimed at helping advisers better understand shifting client needs. The Modern Australia Index will provide insights into the social, demographic and economic trends shaping Australians\u2019 financial behaviours and expectations. TAL said the Index will give advisers a real-time understanding of the […]<\/p>\n","protected":false},"author":23,"featured_media":81948,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[48,3],"tags":[],"class_list":["post-81946","post","type-post","status-publish","format-standard","has-post-thumbnail","category-company-news","category-general"],"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/81946","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=81946"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/81946\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/81948"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=81946"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=81946"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=81946"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}