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Showing 11 - 20 of 106 results for "Personal Finance"

Dataset to ease policy planning for ageing population

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
With an ageing population but no accepted approach for measuring the age of retirement, KPMG has taken the same approach used to determine life expectancy to produce an age of retirement dataset. In producing the dataset, KPMG has determined the expected ...

California to mandate personal finance studies

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
The US state is spending big on financial education and is close to mandating personal finance courses for high school students in a bid to combat financial illiteracy. Assembly Bill 984, introduced by assembly member Kevin McCarty on February 15, would ...

Vanguard veteran announces retirement

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... Personal Investor in 2020 and Vanguard Super last month. Before starting at the investment giant, Bowerman was a personal finance journalist and editor for over 15 years. Hired by Vanguard Australia founder Jeremy Duffield, Bowerman joined in 2003 as ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... reported by Financial Standard, Lumiant received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. It was said that the funding from Edelman will support the company's mission to empower more individuals ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
Advice platform Lumiant has received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. While the size of the investment was not disclosed, the cash injection is expected to accelerate Lumiant's international ...

Aussie investment habits improving: Superhero

CHLOE WALKER  |  WEDNESDAY, 10 AUG 2022
According to a survey of Australian investors, 50% are planning on investing this year's tax return in the stock market. Superhero surveyed 1300 investors who expected to receive a tax return. This figure increases to 59% of female Superhero investors ...

Equity Story plans to throw finfluencers a lifeline

CASSANDRA BALDINI  |  MONDAY, 11 JUL 2022
... marked the first step towards a wider mission, adding that Equity Story is in discussions with several popular personal finance commentators and "finfluencers" to onboard them as authorised representatives of its licence, following ASIC's warning ...

Ministers told to divest shareholdings

JAMIE WILLIAMSON  |  FRIDAY, 8 JUL 2022
Under a new code of conduct introduced by Prime Minister Anthony Albanese, federal ministers must divest any direct investments held outside of a public superannuation fund, listed managed funds and some trust arrangements. The code of conduct for ministers ...

We knew people would leave the advice industry: Hume

ANDREW MCKEAN  |  FRIDAY, 13 MAY 2022
The regulatory transition of the financial advice industry has been cumbersome for many people but senator Jane Hume believes the worst of it is over. In an interview with Stockspot, Hume welcomed the proper professionalism of the financial advice industry ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The Financial Planning Association of Australia unveiled its shortlist of finalists for the upcoming FPA Awards. The ninth annual FPA Awards recognise the outstanding achievements of financial planners, paraplanners, university students and FPA professional ...