TOPIC

WEALTH MANAGEMENT News & Analysis

Getting rich versus staying rich
Personal Finance
Getting rich versus staying rich
Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business,...
James Gruber | 21 May 2025
Young & Invested: Do young people need a financial adviser?
Personal Finance
Young & Invested: Do young people need a financial adviser?
Navigating money in your youth - fly solo or seek advice?
Simonelle Mody | 07 May 2025
The state of women’s wealth in Australia
Personal Finance
The state of women’s wealth in Australia
New research shows the average Australian woman has $428,000 in net wealth, 40% less than the average man. This takes a deep dive into what the...
Pascale Helyar-Moray | 21 April 2025
Preserving wealth through generations is hard
Personal Finance
Preserving wealth through generations is hard
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers...
James Gruber | 22 October 2024
Stop treating the family home as a retirement sacred cow
Personal Finance
Stop treating the family home as a retirement sacred cow
The way home ownership relates to retirement income is rated a 'D', as in Distortion, Decumulation and Denial. For many, their home is their largest...
Susan Thorpe | 17 July 2024
The turnaround continues at AMP
Stocks
The turnaround continues at AMP
We lower our fair value but still see positive trends for the wealth manager.
Shaun Ler | 15 February 2024
A leading fund manager finds gems amid China rubble
Markets
A leading fund manager finds gems amid China rubble
Platinum Asset Management’s CEO tells Morningstar’s Wealth of Experience podcast that as China’s economy tanks and investors flee, he’s finding some...
James Gruber | 23 August 2023
Taking the slow road to investment success
Personal Finance
Taking the slow road to investment success
Lessons from Bill Bernstein’s updated “The Four Pillars of Investing.”
Morningstar | 19 July 2023
Our Top Financial Resolutions for 2023
Personal Finance
Our Top Financial Resolutions for 2023
Morningstar staffers resolve to sell losers, pick winners, and prioritize our children’s futures.
Ruth Saldanha | 29 December 2022
3 ways people grapple with generational wealth
Personal Finance
3 ways people grapple with generational wealth
Your relationship with money is the key to navigating uncharted territory.
Sarah Newcomb, Ph.D | 19 December 2022