POWERED BY MOMENTUM MEDIA
MICHELE LEVINE
Financial planning
The wealth management market has seen a growth of $266 billion during financial year 2020-21 despite the overall share in the financial services market declining by 0.9% ...
Financial planning
Non-bank financial services – as well as banking and insurance – are among the lowest rated industries for trust, according to Roy Morgan....
Financial planning
As most mortgage holders are required to resume repayments and JobKeeper comes to an end, the number of ‘at risk’ mortgage borrowers will rise, according to Roy Morgan....
Financial planning
Mortgage stress will become a danger as one in five mortgage holders are on loan holidays which are set to end soon, according to Roy Morgan....
People & Products
Research from Roy Morgan shows two-thirds of working Australians have seen their employment affected by COVID-19 Government restrictions....
Superannuation
Uncertainty caused by COVID-19 has lowered satisfaction levels with industry and retail super fund members but self-managed super fund and public sector fund member satis...
Funds management
Around 3.92 million Australians are either unemployed or under-employed as social distancing restrictions have largely shut-down customer-focused industries, according to...
Financial planning
Business confidence has plunged day-by-day since the COVID-19 pandemic hit Australia and prompted the Government to increase social distancing restrictions....
Policy & Regulation
Banks and financial services firms have been revealed as having major consumer trust issues with new Roy Morgan research revealing that only Bendigo and Adelaide Bank and...
Life/Risk
A new survey has revealed that consumers are cooling on the purchase of life/risk insurance with the number of advisers actually involved also declining....
Financial planning
Sydney’s average net wealth in 2019 is at $570,000, according to Roy Morgan....
Superannuation
Owner-occupied houses continue to form the largest part of Australians’ personal wealth, but superannuation balances are becoming an increasingly important factor, accord...
Financial planning
Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...
Financial planning
While Australian wealth is growing faster than debt, with Roy Morgan finding average net wealth was 30.5 per cent higher in 2017 than in 2007, the rich are getting richer...
Financial planning
Business confidence fell for the third straight month in July, down 0.8 points or 0.7 per cent to 113.6, according to the latest Roy Morgan survey....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....