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FINANCIAL ADVICE News & Analysis

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 | 06 November 2023
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
Choosing a financial adviser
Personal Finance
Choosing a financial adviser
4 tips for helping with your search for a financial adviser. 
Shani Jayamanne | 05 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, CFA | 18 July 2023
23 lessons about money and investing
Personal Finance
23 lessons about money and investing
Keeping up with the Joneses? Excited to invest in the next big thing? We unpack what investors should know about money and investing.
James Gruber | 19 May 2023
Financial advice review: what it means for investors
Video
Financial advice review: what it means for investors
A landmark report into the financial planning industry has been released. Morningstar's Mark LaMonica breaks down what it means for investors.
Mark LaMonica, CFA | 12 February 2023
Why financial advice is so expensive
Personal Finance
Why financial advice is so expensive
Simplifying financial advice regulations will be key in making it more accessible to everyday Australians – but at what cost?
Sarah Dowling | 10 February 2023
ASIC finfluencer crackdown bites, but advice need remains: Editor's Note
Personal Finance
ASIC finfluencer crackdown bites, but advice need remains: Editor's Note
We need to find a middle ground between high-priced financial advice and unlicensed investment conversations on Tik Tok, writes Emma Rapaport.
Emma Rapaport | 31 March 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
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 12 November.
Lewis Jackson | 15 November 2021