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FINANCIAL ADVISOR News & Analysis

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
The biggest beneficiaries of the generational wealth transfer
Personal Finance
The biggest beneficiaries of the generational wealth transfer
Women will be the biggest beneficiaries of Australia’s $3.5 trillion intergenerational wealth transfer. How they invest will shape markets and...
James Gruber | 15 June 2024
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 | 15 April 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
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
Grantham's correction warning offers hope for those who've missed out - Firstlinks newsletter
Markets
Grantham's correction warning offers hope for those who've missed out - Firstlinks newsletter
+ Padley on miners; Montgomery; inflation and shares; buy high sell low early super access; keys to wealth and goals.
Graham Hand | 03 June 2021
Sometimes, a great company should just sit in the bottom drawer - Firstlinks newsletter
Markets
Sometimes, a great company should just sit in the bottom drawer - Firstlinks newsletter
+ Dogfooding and investing, CBA $100, valuing growth, crypto explained, Pension Loans Scheme to self-funded, China plan, stewardship, $18bn aged care.
Graham Hand | 27 May 2021
NAB's sell low, buy high remorse shows hindsight is 20/20 - Firstlinks newsletter
Markets
NAB's sell low, buy high remorse shows hindsight is 20/20 - Firstlinks newsletter
+ Next big thing; Noel's best and worst plus budget hype; six crisis lessons; major bank results; baby boom; more risks off-the-plan; value's...
Graham Hand | 20 May 2021
Who doesn't like free money! - Firstlinks newsletter
Markets
Who doesn't like free money! - Firstlinks newsletter
+ Budget black to red; Off-the-plan defects; Stammer on inflation; Higher prices miss CPI; Madoff to Aussie retail; LIC dividends; SMSF...
Graham Hand | 13 May 2021
An election budget with cash to splash - Firstlinks newsletter
Markets
An election budget with cash to splash - Firstlinks newsletter
+ Buffett AGM on stock picking; stronger equity markets; our skewed economy; multi year transition; key trends in decarbon; positive impact themes.
Graham Hand | 06 May 2021