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FINANCIAL ADVISOR News & Analysis

Buying a home out of reach? Try this framework to find your financial goals instead.
Personal Finance
Buying a home out of reach? Try this framework to find your financial goals instead.
This episode of Investing Compass looks at a framework to help you find your financial goals.
Shani Jayamanne | 03 April 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
Choosing a financial adviser
Personal Finance
Choosing a financial adviser
4 tips for helping with your search for a financial adviser. 
Shani Jayamanne | 18 December 2024
What you can expect from a financial adviser
Personal Finance
What you can expect from a financial adviser
Things to consider as you hire, work with, and consider parting ways with a financial adviser.
Samantha Lamas | 22 June 2024
The biggest beneficiaries of the generational wealth transfer
Personal Finance
The biggest beneficiaries of the generational wealth transfer
Women will be the biggest beneficiaries of Australia’s $3.5 trillion intergenerational wealth transfer. How they invest will shape markets and the...
James Gruber | 15 June 2024
How to incorporate an expected inheritance into your financial plan
Personal Finance
How to incorporate an expected inheritance into your financial plan
The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?
Mark Lamonica | 13 May 2024
Boomers and their children unprepared for $3.5 trillion wealth transfer
Retirement
Boomers and their children unprepared for $3.5 trillion wealth transfer
A new report suggests most Australians want to share their wealth with the next generation but are unsure of the best ways to do it.
James Gruber | 25 October 2023
Weighing up Magellan Financial Group after Douglass surprise exit
Stocks
Weighing up Magellan Financial Group after Douglass surprise exit
Morningstar equity analyst Shaun Ler explains why he see valuation upside high for MFG even as shares lose steam.
Emma Rapaport | 13 February 2022
Lessons from the time I gave investment advice
Personal Finance
Lessons from the time I gave investment advice
From the Archives: Learning from the school of hard knocks.
John Rekenthaler | 29 December 2021
There's more to investing than just risk and return
Stocks
There's more to investing than just risk and return
In praise of what can't be measured.
Christine Benz | 06 October 2021