FINANCIAL LITERACY

Financial planning

Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country....

Financial planning

The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education ...

Financial planning

With just 30 per cent of Australians knowing their superannuation balance to the nearest $1,000, Findex has emphasised the role of financial advice in addressing the crit...

Funds management

Persistent inflation and geopolitical concerns have seen more investors across the globe doubt their investment understanding and asset allocation, Schroders reveals. ...

Financial planning

A global survey has found one in four Australians lack the knowledge and skills to make financial decisions, and this is costing the average household over $7,000 each ye...

People & Products

Delia Rickard, who spent over a decade at the ACCC and had previously been a senior executive at ASIC, has joined the board of the financial wellbeing organisation. ...

Financial planning

With the average person seeking out financial advice only after they’ve had a poor experience, it’s crucial to ensure a solid financial base from a young age, according t...

People & Products

Investment platform Pearler has announced an investment app for parents to invest on behalf of their children, aiming to build financial literacy....

Editorial

Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned about Australians...

Financial planning

A survey of 18 global markets has found Australian women are more likely to seek help to manage their money than those in Germany, Great Britain, and the US....

Financial planning

With Australians increasingly reluctant to discuss finances, Sydney adviser Jessica Brady has launched an online financial literacy course which hopes to empower young pe...

image
Financial planning

Dealer group Spark Financial has entered into binding terms to become Australia’s first social business dealer group where 100% of its profits will go to charity....

image
Financial planning

Consumer protections for sophisticated investors need to be reviewed as the size of their wealth does not necessarily equal their financial knowledge, according to Justic...

image
Financial planning

The gender gap in student financial literacy has been closed, according to a report released by the Australian Council for Educational Research. ...

image
People & Products

In a partnership with financial literacy platform Banqer, the free learning program will teach financial literacy skills to kids learning remotely. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 21 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago