FINANCIAL LITERACY

Superannuation

The Institute of Public Accountants has called for more consideration of whether the inefficiencies of the superannuation system are due to a lack of marketplace competit...

image
Superannuation

Industry Super Australia has told the Productivity Commission that some retail funds and self-managed superannuation fund promoters have pursued ‘confusion marketing stra...

image
Policy & Regulation

The Australian Securities and Investments Commission said it will commence a review of school banking programs in primary schools....

image
Financial planning

Having frequent money talks with children can help raise more financially savvy kids, according to the Financial Planning Association’s Share the Dream report....

image
Superannuation

Industry Super Australia has said closing the superannuation gender gap will take more than ASIC’s financial literacy efforts....

image
Financial planning

Sixty per cent of Australians failed a basic banking literacy quiz despite only 13 per cent believing their banking knowledge was below average....

image
Financial planning

Research from BT Financial Group showed a third of Australians live pay cheque to pay cheque and also have debt....

image
Financial planning

The view of education from advice firms has shifted from being a compliance tick to a value proposition, according to knowIT and the Monarch Institute....

image
Financial planning

New research reveals a clear link between financial literacy and how positive people feel about their financial affairs....

image
Features

A burgeoning ageing population and a low global interest rate environment means investors will need to diversify and avoid overexposure to banks to avoid running out of s...

image
Financial planning

The implications of not increasing financial literacy are too serious to ignore, Principal Global Investors believe....

image
Financial planning

Financial advisers should focus on a gender-based approach to win more clients, according to AFA....

image
Funds management

Australian fintech and wealth manager, BigFuture, has completed a $520,000 capital raising as it looks to build its service capabilities....

image
Financial planning

Advisers need to speak to clients in a language they can relate to, AFA chief executive, Brad Fox believes....

Financial planning

Advisers need to change the language they use to connect with clients, instead of forcing them to learn adviser language, a financial adviser said. ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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...

6 days 4 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...

6 days 5 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...

1 week 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. ...

9 months 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