MICHELE LEVINE

Financial planning

The wealth management market has seen a growth of $266 billion during financial year 2020-21 despite the overall share in the financial services market declining by 0.9% ...

Financial planning

Non-bank financial services – as well as banking and insurance – are among the lowest rated industries for trust, according to Roy Morgan....

Financial planning

As most mortgage holders are required to resume repayments and JobKeeper comes to an end, the number of ‘at risk’ mortgage borrowers will rise, according to Roy Morgan....

Financial planning

Mortgage stress will become a danger as one in five mortgage holders are on loan holidays which are set to end soon, according to Roy Morgan....

People & Products

Research from Roy Morgan shows two-thirds of working Australians have seen their employment affected by COVID-19 Government restrictions....

Superannuation

Uncertainty caused by COVID-19 has lowered satisfaction levels with industry and retail super fund members but self-managed super fund and public sector fund member satis...

Funds management

Around 3.92 million Australians are either unemployed or under-employed as social distancing restrictions have largely shut-down customer-focused industries, according to...

Financial planning

Business confidence has plunged day-by-day since the COVID-19 pandemic hit Australia and prompted the Government to increase social distancing restrictions....

Policy & Regulation

Banks and financial services firms have been revealed as having major consumer trust issues with new Roy Morgan research revealing that only Bendigo and Adelaide Bank and...

Life/Risk

A new survey has revealed that consumers are cooling on the purchase of life/risk insurance with the number of advisers actually involved also declining....

Financial planning

Sydney’s average net wealth in 2019 is at $570,000, according to Roy Morgan....

Superannuation

Owner-occupied houses continue to form the largest part of Australians’ personal wealth, but superannuation balances are becoming an increasingly important factor, accord...

Financial planning

Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...

Financial planning

While Australian wealth is growing faster than debt, with Roy Morgan finding average net wealth was 30.5 per cent higher in 2017 than in 2007, the rich are getting richer...

Financial planning

Business confidence fell for the third straight month in July, down 0.8 points or 0.7 per cent to 113.6, according to the latest Roy Morgan survey....

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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....

5 days 5 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...

2 weeks 6 days ago

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

1 week 3 days ago