FINANCES

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

New research from Suncorp has revealed half of Australians never discuss their finances with family and friends, while a further 14 per cent still consider the topic tabo...

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Features

Financial advisers are in a privileged position to help clients through key life stages and understanding their needs is key to the value of advice, Bryan Ashenden writes...

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Superannuation

Retirees around 65 needed to spend 0.8 per cent more in the September quarter despite low annual growth in CPI, according to ASFA....

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Financial planning

Pensioners considering selling the family home in light of the changes to the Age Pension assets test should take into account emotional and practical consequences before...

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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...

4 days 5 hours 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...

4 days 6 hours 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...

5 days 5 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....

9 months 1 week 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. ...

8 months 4 weeks ago

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

9 months 1 week ago