Young investors undeterred by equity market volatility

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In a market marred by ongoing conflict in Europe, inflation, high interest rates, plummeting crypto markets, and knee-jerk fiscal policy, savvy young investors are buying shares 10 times more often than selling this year, according to recent insights from Australia’s leading long-term investing and wealth management trading and investment platform Pearler. Despite volatility in global and... Read more continue reading

Women outpace men on share investing despite wage disparity

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New research from Pearler, one of Australia’s leading investment apps, shows that Millennial women are picking up share investing at the same rate as men, despite having to overcome a 36 per cent wage gap. Despite a momentous difference in wages, similarities are common when it comes to share investing behaviour, says Nick Nicolaides, Co-Founder... Read more continue reading

Top EOFY technical tips for advisers

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In addition to the usual year-end to-do list for financial advisers, in the mix this year are changes regarding downsizer contributions, the superannuation guarantee and the Covid-related measure on minimum pension drawdowns. Tim Howard, Technical Consultant, BT, said, “Despite signs of a slowdown, property is still changing hands at a relatively high rate in Australian... Read more continue reading

CPD: Retired? Now what?

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For so many, retirement seems to be an end goal. However, what should advisers do when their clients reach retirement? This article, proudly sponsored by Russell Investments, examines those early days of retirement and the importance of sound planning for funding, housing and wellbeing. Most Australians have a positive vision of retirement, viewed through the... Read more continue reading

Knowing about responsible investment now the top expectation of financial advisers

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Four in five Australians expect their money in super, banks and other investments to be invested responsibly and ethically, but financial service providers need to do a better job of meeting expectations, with 72% of the population saying they are concerned about greenwashing, according to a new consumer study from the Responsible Investment Association Australasia... Read more continue reading

CPD: Identity theft – financial advisers at the consumer protection frontline

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The world is full of traps for the unwary. Seemingly every day, millions of Australians are bombarded with emails, SMSs and robocalls attempting to defraud them of money, data, and even worse, their identity. And it’s only getting worse. Thanks to the love affair we have with our mobiles, and our increasing preference for online,... Read more continue reading

Research shows that Australia’s high-net-worth investors are more numerous, richer and more confident

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Key Highlights Total number of millionaires in Australia rose 31% to 635,000 during the past year Australia’s millionaires control $2.77 trillion in investable assets (up 37%)  68% of High Net Worth investors expect the share market to rise (up from 40% in 2020) ETFs and cryptocurrencies were the asset classes that saw the largest growth... Read more continue reading

Re-think what you think you know about clients

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Is it time for financial advisers to re-think what they think they know about clients? Insurance is sold, it isn’t bought, right? People don’t value advice, right? Really? I know from personal experience – both as an adviser and a coach working with advisers – that clients WILL pay for advice.  But much of what... Read more continue reading

COVID resurgence top of mind for financial advisers

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In the September 2021 quarter, COVID continued to be top of mind for advisers and their clients – and understandably so, as the Delta variant had forced, at one point, around 60% of Australians into strict lockdown. Among the top five questions that advisers have asked BT’s technical team in the September quarter, two are... Read more continue reading

Allianz Global Wealth Report 2021: Saving from home

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Allianz has unveiled the twelfth edition of its Global Wealth Report, which puts the asset and debt situation of households in almost 60 countries under the microscope. Saved from the crisis 2020 was the year of extreme contrasts. Covid-19 destroyed millions of lives and livelihoods and the world economy plunged into its deepest recession since... Read more continue reading