 PETER MOUSSA | FRIDAY, 11 APR 2025 The Australian dollar versus the US dollar exchange rate faces several headwinds in 2025. Read more  CHAMATH DE SILVA | FRIDAY, 14 FEB 2025 It is fair to say that 2024 came to be defined by the final few months, where the US political election, growing fiscal risks, and an ever-resilient US economy sent benchmark global yields higher, despite the start of rate cuts from several major central ... Read more  JULIAN BIGGINS | FRIDAY, 1 NOV 2024 The last few years has been challenging for traditional real estate investment. Read more  MACQUARIE BANK | FRIDAY, 4 OCT 2024 With the cash rate at its highest in over a decade and ongoing investor uncertainty about financial markets, the focus on cash allocations is growing. Given the higher yields now available, there could be an opportunity cost to holding idle cash. Read more JULIAN BIGGINS | FRIDAY, 13 SEP 2024 Real estate is a fundamental asset class in any portfolio, and many investors have exposure through their primary residence. As an asset class real estate has consistently been a wealth creator over generations due to its finite supply, particularly ... Read more  TIM TOOHEY | FRIDAY, 30 AUG 2024 Remember when the RBA consistently referred to the buffer of 'excess savings' accumulated during the post-COVID period? Read more  MATTHEW LANDY | FRIDAY, 12 JUL 2024 For many investors, two years of higher inflation and central bank rate hikes may have seemed like an endurance test - replete with elevated market uncertainty and high volatility. Read more  BETASHARES | WEDNESDAY, 24 APR 2024 There could be significant advantages to including some low-cost equity beta in client portfolios. But how do you add value beyond tracking the broad index? Read more BETASHARES | THURSDAY, 11 APR 2024 The results are in - 21 years of data, and passive usually beat active. The SPIVA scorecard comes of age this year. Read more |
Latest News
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
Retirement confidence highest since 2020: SSGA
Despite persisting cost-of-living pressures, economic uncertainty, and heightened retirement costs, retirement confidence has increased from 24% in 2023 to 33% in 2025.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
