SAVINGS

Financial planning

Australians approaching retirement are increasingly interested in using advisers’ services, but it goes beyond just providing financial advice....

image
Financial planning

Research by the University of Melbourne and Commonwealth Bank found overall financial wellbeing in Australia is down 1.1% from the previous year amid cost of living press...

image
Financial planning

The main driver behind spending habits is a person’s underlying beliefs about money and how it affects their long-term financial position, according to Finder....

image
Financial planning

One-in-three households say they are financially worse-off as a result of COVID-19 as thousands lose their jobs. ...

image
Superannuation

The centrality of superannuation as a retirement vehicle has been reinforced by new research revealing the financial insecurity felt by current retirees....

image
Superannuation

Australian retirees will need to accumulate over a half a million dollars to escape the ‘retirement trap’, according to the new analysis by BetaShares....

image
Superannuation

Compared to their global counterparts, Australians are more anxious about their super, despite our world class superannuation system....

image
Financial planning

Those Australians were cutting back on every-day expenses like dining out, takeaway coffee, subscriptions and memberships to save money....

image
People & Products

The My AMP app has released the Money Manager budgeting functionality for iPhone and android, which aims to give customers a better view of their spending and saving habi...

image
Financial planning

Data from finder.com.au showed close to half of the population use just one bank for all financial needs....

image
Financial planning

A finder.com.au survey has found Australians need a bank balance of at least $5.3 million on average to be considered rich by their counterparts....

image
Financial planning

Results from a survey conducted by comparison site finder.com.au showed more than a quarter of Australians will save the money from their 2016-2017 tax return....

image
News

Half of Australia's population did not have enough savings and would be unable to cope with the financial shock of an unexpected event. ...

image
Financial planning

Pensioners are unable to retire thanks to fears of inadequate retirement savings, a study has found....

image
Financial planning

Investors looking for tax-effective savings options other than superannuation may find investment bonds a useful alternative....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 9 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 13 hours ago