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Showing 1 - 10 of 101 results for "Personal finance"

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 ...

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 ...
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