HESTA members increasingly using digital technology for retirement planning

From

Women are increasingly using digital tools to help plan for their financial futures with industry fund HESTA reporting more than 300,000 of its members, 80 per cent of whom are... Read more continue reading

The conflicting priorities facing retirees and the never-leave-home generations

From

New AMP research has found 4 in 5 Australians aged 65 and over believe their children face similar or harder financial challenges than they did growing up, amid rising housing... Read more continue reading

According to young investors, progress toward goals matters most

From

Key takeaways Research demonstrates that serving younger clientele leads to higher growth for advisory firms. Younger investors measure the performance of their investments based on progress toward their goals and... Read more continue reading

Launching the Ensombl Blue Ocean Topic Matrix: the topics advisors care most about

From

Key points Second edition of What Advisors Want report released AI used to analyse conversations of 8,750 users of Ensombl advisor platform Top 10 topics for July- Dec 2023 ranked,... Read more continue reading

Next steps for advisers in intergenerational wealth transfer

From

Within five years, all Baby Boomers will be eligible for retirement and the Baby Boomer ‘bubble’ will have all but deflated out of the workforce by 2028; notes a research... Read more continue reading

Zero interest rates are inevitable as household savings fall, debt builds

From

Households are facing significant pressure on their balance sheets, however this is not a function of ‘the cost-of-living pressures’ or interest rates. The squeeze on households is coming from deliberate government... Read more continue reading

CPD: The stages of retirement- the adviser’s role

From

Retirement marks a significant transition in one’s life, representing the culmination of years of hard work and financial planning. In this article from Allianz Retire+, the important role advisers play... Read more continue reading

You fix financial worries…so why not market that?

From

It seems pretty much everyone has financial worries. “Investors spend 475 hours a year worrying about money” apparently. Well I bet the people who don’t have enough to be considered... Read more continue reading

More than a nest egg: Challenger’s Index reveals drivers of retirement happiness

From

Challenger’s inaugural Retirement Happiness Index paints a vibrant picture of Australians, in or near retirement, with physical health and financial security being the primary factors influencing contentment of those over... Read more continue reading

Australian household wealth hits record high

From

Australian household wealth has hit an all-time high, rising for the fifth straight quarter, with property, cash and share assets all striking record-high levels in December 2023, with direct ownership... Read more continue reading