Household wealth rises to record over $16 trillion, spurred on by property

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Australians are stockpiling their wealth in residential property, with new data[1] showing around two-thirds of household wealth is now held in bricks and mortar, a proportion which has increased overt time as... Read more continue reading

Global research highlights opportunities for Australia to improve financial literacy initiatives

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New research commissioned by Ecstra Foundation shows that many countries, including Australia, continue to grapple with how to improve financial literacy in the face of economic and social headwinds. The... Read more continue reading

3 in 10 Gen Xers worry they’ll never retire, finds Natixis Investment Managers

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Next in line to retire, Generation X are worried about running short of money in retirement (48%), and 3 in 10 are concerned they’ll never have enough to retire, research... Read more continue reading

HESTA members increasingly using digital technology for retirement planning

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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

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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

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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

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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

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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

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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

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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