$400k, $630k or $1m? How to know which super number matters to you
In briefThere’s a variety of benchmarks to help Australians figure out how much superannuation to aim for.Experts have…
How the One Big Beautiful Bill Act Changed Retirement Planning for the Next Decade
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. It implemented…
A 68-Year-Old’s Roth Conversion Cost Him the $6,000 Senior Deduction That Was Shielding His Social Security
© JU.STOCKER / Shutterstock.com A 68-year-old retiree collecting Social Security ran a Roth conversion to shrink required minimum…
Client switches adviser after ChatGPT criticises fund portfolio
An adviser has gained a client after ChatGPT told them their portfolio “lacked any real conviction” and that…
Separated couples ‘grapple with the realities’ of housing market
One couple bought a house on Auckland’s North Shore for $2.4 million in early 2022, and have since…
Private markets: What wealth managers are telling clients
Jun 23, 2026 – 5.00am Data published by industry body the Australian Investment Council indicates $161 billion in…
Merz backs plans to raise Germany’s retirement age to 70 in pension changes | Germany
Germany will gradually raise its retirement age to about 70 by the early 2090s under recommendations backed by…
Major bank hikes some mortgage rates, slashes others
BNZ says it is increasing its shorter fixed-term mortgage rates, and cutting the longer term rates that it…
Top 10 priorities shaping the future of wealth management | EY
4. Sustainable private markets growth requires liquidity discipline Today, the challenge is not to access private markets, but…
Why Retirees With Over $1 Million Should Hold a 5-Year Cash and Bond Ladder Instead of Cashing Out for Yield
Quick Read High-yield savings rates track the Fed and can reset overnight, while a 5-year Treasury ladder locks…
Superannuation contributions: Inflection points to boost your super balance, according to experts
Jun 24, 2026 – 5.00am When it comes to retiring with an enviable superannuation balance, the common wisdom…
Social Security Retirees Are Looking at the Fourth Highest COLA In 36 Years
Quick Read Mary Johnson forecasts a 4.7% Social Security COLA for 2027, which would rank as the fourth-highest…