FIDELITY INTERNATIONAL

Financial planning

Despite younger generations representing the largest group of potential inheritors, CoreData has discovered less than half of beneficiaries have professional advice to na...

Financial planning

Lower fees and trustworthiness are the top factors enticing unadvised Australians to seek a financial adviser, according to Fidelity International, common across all gene...

Funds management

Fidelity International will see its managing director for Australia depart this month, with the firm having found a new successor internally to take on the position....

Editorial

As developed economies continue to tackle inflationary pressures, emerging markets are rebounding over their inflation curve and into a growth period....

Features

New legislation that aims to improve the living standards of millions of Australians in retirement falls squarely onto the shoulders of wealth advisers and trustees, writ...

Expert Analysis

Transitioning from working to retirement is one of the biggest life changes and challenges most people will face, writes Richard Dinham....

Financial planning

Women are reporting investment communications are ‘complicated’ and ‘intimidating’, according to Fidelity, creating a gap for firms to help them get engaged....

Features

Oksana Patron checks how COVID-19 has changed Australians’ thinking about superannuation and their own retirement and what lies ahead for product and solutions providers....

Funds management

The US dollar weakened last week, encouraging investors to turn to emerging markets and creating the largest inflows since 2018. ...

Financial planning

Advisers need to understand the types of risk specific to retirees and implement strategies to minimise the risk of outliving their savings as two-thirds do not believe t...

Funds management

Fidelity International has launched its latest sustainable fund, focusing on water and waste management, in response to client demand. ...

Financial planning

The price of oil fell by more than 30% yesterday, its biggest one-day drop since 1991, after a fallout between major oil-producing nations over production cuts....

Funds management

Money Management has named five women as finalists for its inaugural Female Portfolio Manager of the Year Award....

Financial planning

It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....

People & Products

Fidelity International has announced the appointment of Jenn-Hui Tan as global head of stewardship and sustainable investing....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 17 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago