“How do I give away $1 million?” – 6 tips to help your client do good, better

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During the 2019-2020 Australian bushfires, it seemed that every second celebrity gave away millions of their personal wealth to support the cause. Chris Hemsworth and family donated $1 million, P!nk... Read more continue reading

When and how do you incorporate charitable giving into your client’s financial plan

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Introduction There is clear evidence to show that high net wealth clients are increasingly interested in giving. Charitable giving is dominated by wealthy Australians, with over 40% of donations[1] in... Read more continue reading

Storytelling is critical to the future of financial advice

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Listed financial services company, ClearView has released a booklet of customer reviews to highlight the benefits of life insurance advice and urge the industry to share their success stories, amidst... Read more continue reading

Millennial investors stick to guns in worst market falls since COVID  

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Despite Australia’s worst market downturn since March 2020, well over half of investors on Australia’s leading long-term investing and wealth management platform, Pearler, remain undeterred in their investment strategy, pointing to... Read more continue reading

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... 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... 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... Read more continue reading

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... 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... Read more continue reading

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... Read more continue reading