Sharp rise in living costs for retirees and employees could force investors into higher yielding assets

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A rise in living costs as revealed by new data from the Australian Bureau of Statistics today could force retirees and other investors to seek higher returns from fixed income... Read more continue reading

Macquarie University and Challenger partner on Australia’s first retirement income study on customers

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An Australian first study from Macquarie University’s School of Psychological Sciences has revealed mental health, enjoyment, and financial security are key benefits to incorporating guaranteed income and annuities into retirement... Read more continue reading

Talking ‘bout my generation: under 40s and their parents not communicating on intergenerational wealth matters

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Key points Most under 40s haven’t spoken to their parents about wealth transferral Under 40s not relying on ‘bank of mum and dad’, despite housing unaffordability fears Half of under... Read more continue reading

Young Australian investors upbeat about their financial prospects

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), today released the results of its 2024 ETF Impact Survey, which found that despite the domestic... Read more continue reading

Surge in online investing driven by young investors and bullish sentiment

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Investment Trends has released the 30th semi-annual edition of its 2024 Australia First Half Online Investing Report, revealing critical insights into the evolving landscape of online investing and identifying significant... Read more continue reading

Mental overload often results in poor investor decisions: Advisers are key role to overcoming investor biases

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Investors often rely on mental shortcuts and biases to manage their investments but these can result in poor decision-making and behaviour that can have a long lasting impact on their finances;... Read more continue reading

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