FINANCIAL PRODUCTS News & Analysis

An understanding of how advisers add value allows self-directed investors to set themselves up for success.

4 tips for helping with your search for a financial adviser. 

More high-income earners are now also experiencing financial stress. We go through practical ways to reduce it

The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?

An outline of the free course curriculum. 

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.

Shani Jayamanne goes through how to select investments in your portfolio that align with the type of investor you are and your goals.

How to avoid lifestyle creep and find your path to financial independence.

Magellan’s fiscal 2023 results this earnings season were encouraging. 

A glimpse into the results of two struggling financial services firms this reporting season highlights a turnaround - with one well positioned in a...