GOALS

Financial planning

Managing their money isn’t a priority for 13% of Australians despite cost of living pressures, research by NAB has revealed....

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Financial planning

With the cost of living hitting people’s budgets, Commonwealth Bank has shared consumers’ top financial goals for 2023....

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Never miss the latest news and developments in wealth management industry

mark mclennan

I am reading a lot about the unfairness of CSLR, QAR etc etc and it is clear that there is massive inequity taking place...

2 hours 43 minutes ago
Ross Smith

Sorry, every July I meet with each client who signs off on their FDS which disclosed adviser fees paid for the last 12 m...

1 day ago
Michael Chalmers

Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...

1 day 3 hours ago

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

10 months 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 3 weeks ago

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

10 months ago