SAVINGS

Financial planning

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

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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...

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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....

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Financial planning

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

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Superannuation

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

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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....

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Superannuation

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

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Financial planning

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

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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...

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Financial planning

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

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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....

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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....

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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. ...

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Financial planning

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

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Financial planning

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

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 22 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 1 hour ago