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FINANCIAL PLANNER News & Analysis

Financial planners discuss their inflation hedges
Stocks
Financial planners discuss their inflation hedges
Inflation fighting assets include commodities, defensive retailers and those companies able to pass along rising prices.
Nicki Bourlioufas | 24 May 2022
Take my advice: AMP, industry complexity spark calls for a reboot
Markets
Take my advice: AMP, industry complexity spark calls for a reboot
Without more government scrutiny, conflicts of interest will continue to occur, industry insiders argue.
Nicki Bourlioufas | 31 August 2020
Beyond active versus passive: how to select your investment style
Funds
Beyond active versus passive: how to select your investment style
The way managed funds are used by investors is constantly changing, and the active-passive debate is largely useless in helping investors identify...
Glenn Freeman | 29 May 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
Investing in your 60s
Personal Finance
Investing in your 60s
As retirement looms, it is important to have a plan, and then invest accordingly, to achieve all your retirement goals.
Diana Cawfield | 11 April 2019
Investing basics: what is robo advice?
Personal Finance
Investing basics: what is robo advice?
What are the benefits and risks of going robo for financial advice? And is robo advice right for you? 
Emma Rapaport | 11 January 2019
Investing not just for white-collar wealthy
Personal Finance
Investing not just for white-collar wealthy
The notion of investing being the sole preserve of a white-collar elite is misplaced, according to a new Morningstar study, which shows more than...
Glenn Freeman | 20 November 2018
Westpac profit flat as compensation bites
Stocks
Westpac profit flat as compensation bites
Westpac has reported a flat full-year profit of $8.07 billion as customer compensation and legal costs reined in performance.
Stuart Condie | 04 November 2018
Fears grow bank inquiry will affect borrowing levels
Stocks
Fears grow bank inquiry will affect borrowing levels
Reaction to the banking royal commission has been swift and wide in scope as Labor calls for more action and analysts warn of a lending squeeze.
Lex Hall with AAP | 02 October 2018
AMP's fair value cut amid bank probe 'disaster'
Stocks
AMP's fair value cut amid bank probe 'disaster'
Morningstar has downgraded its fair value estimate for AMP, saying the revelations of the banking royal commission have been an "unprecedented...
Lex Hall | 01 August 2018