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Expert Analysis
Research is finding that demand for advice is rising amid a world of rising interest rates and presenting opportunities for those who remain in the industry, writes Neil ...
Expert Analysis
There is a huge, almost invisible, demand for personal financial advice but advisers will only be able to meet this if they are willing to collaborate rather than compete...
Funds management
Exchange traded fund investors are expected to approach gender parity in the next five years as the number of female investors steadily grows. ...
Financial planning
Some $68 trillion is set to be passed on by the baby boomer generation in inheritance with the millennial recipients reporting they will most likely put it towards their ...
Funds management
Easier methods to invest, including apps with low brokerage, have caused volatility in the markets from millennials new to investing, according to fund managers....
Funds management
When it comes to financial security, Gen Z are the most prone to low-tech fraud, according to GlobalData....
Financial planning
Millennials investments in 2019 in the UK were dominated by the green energy companies according to the data from Freetrade....
Financial planning
Australian millennials have placed ethical funds, causes and products at the bottom of their priority ladder when it comes to choosing an investment fund, Calastone has f...
Financial planning
Those Australians were cutting back on every-day expenses like dining out, takeaway coffee, subscriptions and memberships to save money....
Financial planning
Millennials need to be more engaged with insurance options, according to Andrew Kennedy, risk adviser at HLB Insurance Services....
Financial planning
Despite have better financial habits than the overall population, millennials are still pessimistic about their financial future, research from Mortgage Choice and CoreDa...
Financial planning
The majority of millennials feel confident about their financial future but aren’t prepared for the possibility of unemployment due to injury or illness, new research fro...
Superannuation
If the life and pensions sectors want to improve the retirement outcomes they offer, they need to do away with a mindset focused on legacy systems and risk management and...
Funds management
Millennial investors take a very different attitude when it comes to investing compared to their baby boomer parents, according to a Legg Mason survey....
Funds management
Millennials are leading the pack when it comes to getting advice and going green, according to Legg Mason. ...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...