RESEARCH AND RATINGS

Funds management

Strong personal savings and a positive economic outlook have seen financial comfort levels shoot to new highs, according to a survey. ...

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Funds management

Investors expect the local stock exchange to surge ahead in the next year, but it won’t be enough to drag them away from burgeoning overseas markets, a survey suggests....

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Life/Risk

APRA’s September quarter data confirms continuing challenges for insurers, particularly with respect to group risk....

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Superannuation

Industry Super Australia has pointed to new research to highlight fee disparity between SMSFs and industry super funds....

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An alarming proportion of Australian women do not have enough superannuation to retire comfortably and have few places to turn when their balance runs out, a superannuati...

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Superannuation

Super industry CEOs say improving member engagement is their top priority over the next three years....

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Financial planning

New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...

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Superannuation

Complex rules around consolidation and excessive paperwork are immobilising superannuation fund members, a survey has revealed. ...

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Funds management

Australians need to prepare for at least two decades in retirement as life expectancy increases....

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Superannuation

Generation Y ignorant on superannuation despite efforts to educate consumers...

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Superannuation

New research shows that more than 50 per cent of assets held within SMSFs are in retirement phase....

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Life/Risk

Around half of Australian adults are more likely to use the internet rather than visit a financial adviser or broker when researching or changing a financial product. ...

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Boomers concerned super contributions not enough to boost retirement....

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Superannuation

Increasing housing costs are straining single retirees’ pockets, according to new figures from ASFA....

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Financial planning

Lying on insurance forms and not declaring taxable income are among the ways a sizable proportion of Americans are cheating the financial system, a survey found. ...

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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...

1 week 1 day 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...

1 week 1 day 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 2 days 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 2 weeks 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 2 weeks ago