CoreData

Financial planning

Planning/accounting convergence predicted in post-RC world

A new whitepaper has predicted a further important convergence between accounting and planning as the exit of the banks and the impacts of the Financial Adviser Standards...

Financial planning

Millennials’ good financial habits don’t alleviate stress

Despite have better financial habits than the overall population, millennials are still pessimistic about their financial future, research from Mortgage Choice and CoreDa...

Financial planning

Rising cost of living has Aussies worried

Women are more worried than men about their finances and lack confidence in their ability to retire comfortably, according to a whitepaper by Mortgage Choice and CoreData...

Financial planning

Investing more important for women than men

Women stand to gain more from investing in the stock market than men, yet doubts about their wealth, financial knowledge, and risk are stopping them from taking the plung...

Financial planning

More Australians turning to mortgage brokers

An increasing number of Australian home buyers are seeking the services of professional mortgage brokers, new data has shown....

Life/Risk

FASEA could kill life insurance advice industry

Synchron director, Don Trapnell has warned that the Financial Adviser Standards and Ethics Authority’s controversial education requirements could kill the life insurance ...

Financial planning

Female financial security linked to partner

With more than 60 per cent of all women in relationships having no assets purely in their own name, they risked facing financial abuse if the relationship broke down. ...

Financial planning

Advisers need to fill annuities knowledge gap

There is high demand for the features that annuities offer but retirees lacked understanding of annuities, suggesting a need for financial advisers to educate them using ...