NewsBite

Wealth solutions

February

Those big ideas that touch on the meaning of life, might not be what you expect to hear from a financial planner, but you need to think about them before you retire.

Do I need a financial planner and how do I find the right one for me?

Financial advice isn’t cheap, so if you’re going to get some help with your money, here’s how to make sure it pays off.

August 2024

Green super is facing headwinds as consumers fail to translate their personal values into investments.

Green super: Why investors hesitate to walk the talk

Lower investment returns and concerns about greenwashing are proving strong headwinds for green super.

May 2023

Paul Xiradis, chief investment officer at $14.8 billion fund Ausbil Investment Management, is bullish on iron ore.

Paul Xiradis has been investing for 40 years. Here’s what he’s buying

The Ausbil executive chairman and founder is up for the “challenge” of a low earnings growth environment and says decarbonisation and China’s recovery offer rare bright spots.

November 2021

Ethical ETFs are a part of the big play

Great care and thought have gone into the construction of exchange-traded funds dealing with the ESG theme, says the CEO of BetaShares.

May 2021

ESG investing

ESG is a game changer for investors

Strong customer demand for environmental, social and governance considerations is driving old-style investing into the ground.

Advertisement
Technological developments are boosting the ability of investors to get easier access to information about their nest eggs.

Cutting-edge technology puts investors in driver’s seat

Today’s investors have access to markets and trading opportunities which in the past were the exclusive domain of stockbrokers, bankers, and hedge funds.

Self-managed super is all about control of one’s own finances.

Women lead the charge into SMSF

Self-managed super is attracting the interest of those segments of society that have traditionally done poorly for want of control over their finances.

Mobile investing

Panorama signals new vistas in virtual environment

Relationship and trust are important aspects of investment advice and the personal experience element helps in the decision-making process for investors.

Tom Schubert of Drummond Capital Partners.

Advisers make a huge difference during volatile times

Timely investment decisions can add thousands of dollars to super accounts, hence the importance of competent advisers.

July 2020

Recep III Peker, of  Investment Trends, says more investors are returning to the market.

How robo-advice is changing investing

Despite the popularity of robo-advice, there is a strong role in wealth management for financial advisers.

May 2018

Queensland bigwigs depart Macquarie Private Weath

Two of Macquarie Private Wealth's biggest business writers have left the troubled bank.

June 2017

Multiple challenges for super funds which not all are ready to meet

Financial and regulatory pressures, disruptive technologies and changing member expectations are all at play.

Boards are facing greater scrutiny around how they allocate and deploy capital.

The merger option for small super funds

Everyone in super knows the maths: the Australian Prudential Regulation Authority (APRA) has 183 super funds on its database.

Hats off: Australia's compulsory superannuation system is rated among the world's best.

Australia's retirement scheme ranked among world's best

Retirement funding is an area in which Australia punches well above its weight.

Mercer Australia's Mette Schepers says the role of super funds is to develop a suite of post-retirement products.

Preparing for the 8000 days of retirement

Society needs to radically rethink how people spend their retirement years.

Advertisement
Mercer Australia's Ben Walsh: Superannnuation funds can reduce their cost to serve members by choosing the right partner.

Smaller super funds should consider partnerships

A few underperforming funds going under would have a catastrophic effect on many people's retirements.

Super funds need to improve their consumer experience or risk losing members.

Super funds need to realise their members are in charge

Super members need to be treated like consumers.

Original URL: https://www.afr.com/topic/wealth-solutions-hz6