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| | | Loyalty among superannuation fund members is at a three-year high, with just 18% now intending to take their retirement savings elsewhere. That's according to the latest CSBA FEAL Superannuation CX Benchmarking report, which surveyed more than 7200 ... |
| | | | ... net replacement rate for average income earners; introducing a government superannuation contribution to primary carers of young children; and introducing a requirement to show benefit projections on members' annual statements. The worst grade given ... |
| | | | ... rather than just at review time." Sauer said Source Wealth will provide goals-based advice for all clients, ranging from young professionals to retirees, across cash flow and goals projections, budgeting, debt management, investments, superannuation ... |
| | | | Improved professionalisation has seen a "significant transformation" in the family office sector, with executives increasingly empowered to manage family assets in-house, according to a new study by Ocorian. As part of the study, conducted earlier in ... |
| | | | ... up." This week, TWD launched Start Well, its financial literacy program for clients' children and grandchildren. "Helping young people start their financial empowerment journeys early on, means that they only need small actions now to create a big impact ... |
| | | | Over half of Millennial and Gen Z Australians are keen to seek financial advice but the bulk of them don't know how to access it, a study from Colonial First State shows. According to research commissioned by CFS, 53% of under 40s are open to advice ... |
| | | | Close to 80% of local investors adjusted their investment strategy towards a more conservative approach in the last six months, according to HSBC's latest investor survey. The second iteration of the group's Investor Insights Survey found that ... |
| | | | The financial confidence of older Australians continues to take a beating thanks to mounting cost-of-living pressures, as many feel they will struggle with it well into the future, a new study shows. Eighty percent of people aged 50 years old and over ... |
| | | | Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ... |
| | | | ... the business and there is also strong demand for life risk insurance advice, given the large number of professionals and young families buying apartments in the area. "The group's core personal and family wealth business will also be strengthened ... |
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