WOMEN'S WEALTH
Financial planning
There has not been sufficient discussion about the elephant in the room: that is, how the reduction in the annual concessional contributions would affect women's ability ...
Financial planning
With more than 60 per cent of all women in relationships having no assets purely in their own name, they risked facing financial abuse if the relationship broke down. ...
People & Products
The Commonwealth Bank has appointed another woman to its senior executive ranks, this time new Group general counsel, Anna Lenahan....
Tools & guides
Financial advice is more than picking stocks or managed funds and advisers need to understand the different services that are important to their clients, Matt Walsh write...
Financial planning
Financial advisers should focus on a gender-based approach to win more clients, according to AFA....
Financial planning
One-fifth of women do not feel financially educated and are more risk aware than men, according to BT Financial Group....
Financial planning
Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...
Financial planning
Yellow Brick Road has launched a Women in Finance Group to provide support for women in finance and small business operators working in a male-dominated space....
Financial planning
There is still a lack of female representation in leadership positions in the finance industry despite the rise in the number of women in the industry. ...
Financial planning
A US study showed female investors felt misunderstood by their advisers while stereotypes about their investment indecisiveness still prevailed. ...
Superannuation
The Government must introduce super policies that take into account gender pay gap, and broken work patterns in women, rather than sticking to policies conducive to full-...
Financial planning
The Government cannot afford to find more money to subsidise family allowances and need to reallocate their resources to help women’s retirement, NGS Super believes....
Features
Jassmyn Goh asks if gender is still an issue in the financial advice industry, either because of clients’ perceptions or the female advisers’ own perceptions in part thre...
Financial planning
Advisers’ understanding of female investors is only at a surface level, according to a State Street Global Advisor report....
Financial planning
SMSFs need policies that address and protect women from being left behind by the super system, according to a report....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...