There is increasing investor autonomy in today’s world – the range of information available online and in the form of apps give investors an abundance of knowledge to manage their finances on their own. Theoretically anyway. On the one hand, freedom of information is great for expanding the financial literacy of individuals and allowing them […]
Revelations from the Royal Commission & Where We Stand
The revelations unfolding from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has lifted the lid on the behaviours of corporate executives and exposed a recurring void of the concept of “putting the interests of clients first”. In the second round of hearings focusing on financial advice, we […]
Does an award-winning fund mean higher returns?
Chasing past performance is not such a good idea when it comes to investing. Investment markets are volatile by nature, and backing a winner based on last year’s returns is like backing ‘yesterday’s hero’. Each year, several organisations hand out awards for the top performing funds from the previous year. The criteria for winning is […]
What does financial wellbeing mean for Australians?
Financial wellbeing means different things in different countries. What does financial wellbeing mean for Australians? Around the world, national programs are being developed to help improve financial literacy in the public realm. In Australia, similar efforts are occurring through organisations such as ASIC and Financial Literacy Australia with the aim of creating a better-informed public […]
The only time to put your eggs in 1 basket is…
Easter!