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Showing 1 - 10 of 106 results for "Personal Finance"

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... much as $5.4 trillion in assets is expected to shift from Baby Boomers to younger generations by 2050. Finder personal finance expert Sarah Megginson said wealth transfers are large and growing. "For some, it could be life changing money. Australia is ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
Integro has appointed a new head of advice for the East Coast, as the Perth-based firm surpasses $1 billion in funds under advice. Adam McRedmond is tasked with growing the firm both organically and through acquisition across New South Wales, Queensland ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
For much of the past year or so, there has been a great deal of focus on the superannuation industry and its processing of insurance claims, largely owing to immense delays at some of the largest institutions. Stories have emerged of the likes of AustralianSuper ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... the overall Retirement Solutions offering, it said. This includes making Moneysoft's existing consumer-facing Personal Finance Management and Micro-investing part of its super fund member-facing platform. "This will continue to enhance the member experience ...

Brighter Super launches Retire Easy Pension

JAMIE WILLIAMSON  |  WEDNESDAY, 3 JUL 2024
... Koch, also known as Kochie, as retirement ambassador. The partnership sees the former television personality and personal finance guru provide insights and guidance to the fund's members via an online resource center and webinars and in-person se ...

Simple strategies to overcome gender super gap

KARREN VERGARA  |  THURSDAY, 7 MAR 2024
... monthly basis, women are able to put away $551 while men can save $281 more at $832. Sarah Megginson, Finder's personal finance expert, said that women's focus is on immediate needs - paying off housing, everyday bills, and groceries - which ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... Wealthfront's dedication to empowering young professionals to achieve their financial goals and shaping the future of personal finance," Wealthfront chief executive David Fortunato said. UBS was set to acquire Wealthfront for US$1.4 billion in early ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... their financial goals. Despite this, research revealed that 20% feel slightly prepared to navigate unexpected personal finance challenges, while 11% don't feel prepared at all. Almost four in five Australians (79%) have a ballpark idea of how much ...

TAL offers super funds financial literacy tools for employers

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2023
TAL is introducing a new financial literacy hub for its superannuation fund clients, as they look to offer more value to their employer partners amid the cost-of-living crisis. According to new research from TAL, about 25% of employees are experiencing ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... fintech, taking to total amounts raised to $12 million as at March. Last year, US financial adviser, investor, and personal finance commentator Ric Edelman injected an undisclosed amount in Lumiant, while Savant pledged a $3 million investment. "Twenty ...
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