FINANCIAL GOALS

Financial planning

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research un...

Financial planning

Australian investors are more likely to want advisers to help them meet their goals rather than chase investment performance, according to research by Milford....

Financial planning

A State Street Global Advisors survey found Australian investors held a more positive outlook for the next 12 months compared to global peers....

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Financial planning

A study commissioned by AMP has found Australians who play a sport are 64 per cent more likely to achieve their financial goals....

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Financial planning

‘Living the dream’ is no longer about owning a home and is now attributed to lifestyle choice and financial freedom and independence, according to the FPA....

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Financial planning

Results from a finder.com.au survey have found over 50 per cent of Australians consider adequate accumulation for a comfortable retirement the most crucial financial mile...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago