FINANCIAL GOALS

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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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago