POWERED BY MOMENTUM MEDIA
RESEARCH AND RATINGS
Funds management
Strong personal savings and a positive economic outlook have seen financial comfort levels shoot to new highs, according to a survey. ...
Funds management
Investors expect the local stock exchange to surge ahead in the next year, but it won’t be enough to drag them away from burgeoning overseas markets, a survey suggests....
Life/Risk
APRA’s September quarter data confirms continuing challenges for insurers, particularly with respect to group risk....
Superannuation
Industry Super Australia has pointed to new research to highlight fee disparity between SMSFs and industry super funds....
An alarming proportion of Australian women do not have enough superannuation to retire comfortably and have few places to turn when their balance runs out, a superannuati...
Superannuation
Super industry CEOs say improving member engagement is their top priority over the next three years....
Financial planning
New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...
Superannuation
Complex rules around consolidation and excessive paperwork are immobilising superannuation fund members, a survey has revealed. ...
Funds management
Australians need to prepare for at least two decades in retirement as life expectancy increases....
Superannuation
Generation Y ignorant on superannuation despite efforts to educate consumers...
Superannuation
New research shows that more than 50 per cent of assets held within SMSFs are in retirement phase....
Life/Risk
Around half of Australian adults are more likely to use the internet rather than visit a financial adviser or broker when researching or changing a financial product. ...
Boomers concerned super contributions not enough to boost retirement....
Superannuation
Increasing housing costs are straining single retirees’ pockets, according to new figures from ASFA....
Financial planning
Lying on insurance forms and not declaring taxable income are among the ways a sizable proportion of Americans are cheating the financial system, a survey found. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...