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ADVICE News & Analysis

Getting outside the investing comfort zone
Stocks
Getting outside the investing comfort zone
The biggest reason to talk to others is to challenge “confirmation bias”, the habit of paying attention only to news or views that agree...
Jeremy Chunn | 02 August 2022
Conflicted selling fees are back, and it’s game on
Funds
Conflicted selling fees are back, and it’s game on
It's not a good look for financial advisers and stockbrokers.
Graham Hand | 01 April 2022
Why you should stop taking investment advice from social media
Personal Finance
Why you should stop taking investment advice from social media
A boom in young and overconfident investors has led to the rise of investment influencers on social media platforms, but following their advice...
Sunniva Kolostyak | 15 June 2021
SPACs are here to stay
Markets
SPACs are here to stay
They can fuel bubbles, but SPACs themselves are not bubbles, Pitchbook finds.
Ruth Saldanha | 14 May 2021
My biggest learning in 2020
Personal Finance
My biggest learning in 2020
Fifteen non-anonymous FinTwit influencers across the globe reveal to Larissa Fernand the lesson they learned in a year like no other.
Larissa Fernand | 21 December 2020
7 items your estate plan may have left out
Retirement
7 items your estate plan may have left out
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.
Christine Benz | 28 July 2020
John Templeton: How to be a bargain hunter
Personal Finance
John Templeton: How to be a bargain hunter
Morningstar’s Larissa Fernand looks back at the man, his life, and his legendary business acumen and how it can help you.
Larissa Fernand | 07 July 2020
Aussies shun advice in retirement
Retirement
Aussies shun advice in retirement
Australian retirees are turning away from financial advice and are even reluctant to include their own life partners in the retirement planning...
Emma Rapaport | 18 November 2019
Investing basics: is hiring a financial adviser 'worth it'?
Personal Finance
Investing basics: is hiring a financial adviser 'worth it'?
Morningstar's director of personal finance Christine Benz looks at when it's worth it to work with a financial adviser.
Christine Benz | 02 May 2019
You and your adviser don't always see eye to eye
Personal Finance
You and your adviser don't always see eye to eye
Investors, on average, say maximising returns is a top priority while for advisers, this is almost at the bottom – and that's a problem,...
Steve Wendel | 25 March 2019