wealth

Latest news and analysis on wealth

Asset Allocation

How to invest $1 million in 2025 | Mid-year update

An update on my SMSF and lifting the lid on private equity with TMS Private Wealth’s Ben Clark.
James Marlay
Livewire Markets
Education

Why this could be the “single best innovation for retirees”

The once niche product structure changing the way your investment portfolio works.
Sara Allen
Livewire Markets
Private Assets

Exits are harder, deals more cautious - but opportunities still shine

From a fundraising slump to a secondaries boom, here's where Gabriel Ng of Neuberger Berman sees opportunity now.
Anna Dadic
Livewire Markets
Education

Two hot stocks from the market's hottest sector this year (and no, it's not tech!)

Telstra’s dominance, Spark’s revival, and sector-wide discipline are fuelling the ASX telco rally. Here’s what could happen next.
TLS
TPG
Stephanie Gardner
Livewire Markets
Equities

Why quality matters even more when markets are fully priced

Claremont Global's Bob Desmond is staying disciplined as markets chase momentum, betting quality businesses will win the long game.
Chris Conway
Livewire Markets
Education

The hidden value in financials: 2 quality plays beyond the big banks

While the Big Four banks have surged since 2024, valuations look stretched, prompting fund managers to look further afield in the sector.
MQG
+2
Stephanie Gardner
Livewire Markets
Asset Allocation

When cash is also an investment

With the market starting to get a bit wild and silly, its time for a good contrarian piece on the virtue of cash
CSL
GQG
+1
Greg Canavan
Fat Tail Investment Research
Funds

Why Berkshire Hathaway is on this fundie's radar

4D Infrastructure CIO, Sarah Shaw, shares what went in, what came out, and what’s got her watching the US economy closely.
APA
+1
Stephanie Gardner
Livewire Markets
Meet The Investor

Meet Oliver: The one-year-old with a $10,000 portfolio

One-year-old Oliver's investment strategy: buy stocks, hold winners, and let Dad handle the research.
CCL
MLX
+2
Anna Dadic
Livewire Markets
Equities

The paradoxes of investing

Investment decisions are rarely clear cut. They often involve imperfect information and the need to reconcile between multiple beliefs.
Delian Entchev
Aoris Investment Management
Asset Allocation

The grey swans investors should be aware of right now (and how to navigate them)

Alastair MacLeod shares why grey swans like CBA’s valuation and US debt have Elston cautious - but not bearish - on markets.
Chris Conway
Livewire Markets
Education

Fisher Investments Australia reviews how to benchmark your portfolio effectively

Amongst the myriad of investing tools, we find benchmarks the most indispensable. What is a benchmark? And how can investors use it?
Fisher Investments Australia®
Income Series

The modern retiree's guide to income investing

Boomers and Gen X have had to challenge the old norms of asset allocation. Here's where to invest.
+5
Sara Allen
Livewire Markets
Equities

Mark your calendar: The $2.3 billion reshuffle that could move ASX stocks

Billions in passive dollars are about to shake up ASX indices. Here’s who’s in, who’s out, and how to stay ahead of the September reshuffle.
DRO
EBO
Vishal Teckchandani
Livewire Markets
Asset Allocation

Claudia Kwan - returns without compromise: investing for impact & outperformance

David Clark is joined by Claudia Kwan, recipient of the Outstanding Individual Achievement Award at the Impact Investment Summit.
David Clark
Koda Capital
Equities

How active dividend investing can boost yield and achieve growth

Why dividend idiosyncrasies lend themselves so well to active management, and what a great dividend-paying company looks like.
ORG
Michael Price
Ausbil
Education

The market’s at a record high – and that’s a terrible time to panic

When markets soar, fear sets in. But ditching a regular investing strategy at the top could sabotage long-term success.
Vishal Teckchandani
Livewire Markets
Education

'Cash versus shares': What’s Kathryn's biggest financial risk?

Everyone hates the idea of losing money on shares, but can the fear hold you back from a lifetime of financial optimisation?
Tom Richardson
Livewire Markets
Property

Marcus Padley on the property vs shares debate: “Investment properties are for rich old people"

Prompted by a conversation with his daughter, the stockbroker shares his take on the property vs shares debate for young investors.
Vishal Teckchandani
Livewire Markets
Education

What are franking credits and how to use them for income

The ins and outs of using franking credits at tax time.
APA
DOW
+3
Sara Allen
Livewire Markets
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