Survey findings support need for financial literacy in schools

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RaboDirect, the leading online savings and investment bank, announces its support of the government’s Moneysmart Teaching Primary Package, launching today in Adelaide. A recent national survey conducted by RaboDirect revealed... Read more continue reading

Not so super: Baby Boomers’ retirement reality

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Not having sufficient funds for retirement is a cause for alarm among Baby Boomers in Australia with more than half expecting to run out of money after retiring. According to... Read more continue reading

New research showing the growing opportunity for planners who can adapt to the needs of the SMSF market

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The Vanguard/Investment Trends Self Managed Super Fund Planner Report – which examines how Australian financial planners interact with SMSF investors – was released last week. The survey shows that SMSFs... Read more continue reading

How well-off will your children be?

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A quarter of Australians (26%) expect their children to be high income earners when they reach their 40s. Two-thirds (66%) expect their children to be middle income earners, found the... Read more continue reading

Research reveals investor appetite for dynamic approach to managing volatility

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An annual, independent study released today by CREATE-Research, commissioned by Principal Global Investors, identifies investor appetite for a more dynamic approach to managing volatility and asset allocation, with 78% of... Read more continue reading

Advisers seek to preserve capital but see no magic bullets for investor returns

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Independent superannuation and investment platform provider Wealthtrac, has said that a recent survey of its member advisers found that the gross majority had changed their clients’ asset allocation in the... Read more continue reading

Planners’ satisfaction with platforms reach the highest level recorded

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Satisfaction with platforms reached the highest level recorded in the nine years of this study’s history, according to a new report released in April from leading wealth researcher Investment Trends.... Read more continue reading

New research reveals discrimination against older workers

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The Financial Services Council has today released research which shows older workers are being discriminated against in the workforce at a time when they are finding it hard to build... Read more continue reading

Retirees caught in generation squeeze

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Many retiring baby boomers are facing a generation squeeze where they still have elderly parents to worry about as well as children who are financially dependent on them, says Mr... Read more continue reading

AMP: emphasis on spouse’s finances the key barrier to women seeking financial advice

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The latest AMP Planner Protection Poll has found that 41.8 per cent of financial planners polled believe the primary barrier to women seeking advice is the emphasis placed on their... Read more continue reading