TOPIC

ADVICE News & Analysis

Young & Invested: Are robo advisers worth it?
Personal Finance
Young & Invested: Are robo advisers worth it?
Can investing be made simple?
Simonelle Mody | 04 June 2025
Do you need a financial adviser?
Personal Finance
Do you need a financial adviser?
Ever thought about reaching out to an adviser?
Simonelle Mody | 12 April 2025
Top tips from experts: find the best professionals to maximise your outcomes
Personal Finance
Top tips from experts: find the best professionals to maximise your outcomes
Industry experts weigh in on their best tips to find great professional partners
Shani Jayamanne | 20 February 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
A checklist for financial fitness
Personal Finance
A checklist for financial fitness
We are constantly comparing ourselves to others but savvy investors focus on progress against goals. 
Shani Jayamanne | 05 January 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
How SMSFs are investing their money
Retirement
How SMSFs are investing their money
New data shows the number of advised SMSFs is increasing at the expense of self-directed SMSFs. It also suggests more SMSFs are turning to...
Brett Grant | 25 March 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
How will artificial intelligence affect investing?
Markets
How will artificial intelligence affect investing?
Evaluating its potential targets: portfolio managers, financial advisors, and investment researchers.
John Rekenthaler | 18 July 2023