Financial advisers

Thematic ETFs underperform their index peers, preying on your behavioural biases

In this episode, two financial advisers delve into the world of exchange-traded funds and name the best ETF on the ASX.

Building on our wire last year, I’ll run through the process of designing the Global Equities portfolio at Seneca Financial Solutions.

New research on Australia's intergenerational transfer of wealth shows we are changing. And changing again.

The financial media, retail investors, and scarily, most advisers do not know how to compare apples with apples.

Income investing opportunities are abundant and diverse. We engage two experts to help you identify those suitable for you.

Income generation means different things to different investors. This episode of Buy Hold Sell has all bases covered.

Pitcher Partners' Charlie Viola and Shaw and Partners' Candice Bourke name their top listed products according to risk tolerance.

Managing risk and protecting against the downside is just as important as our search for alpha... But that's easier said than done (as we have truly seen this...

If I told you the following had a lot in common, would you believe me? A vintage car owner, martial artist, finance fiction writer, keen golfers, adventure junkie...

If cave tubing, trekking in Uganda and open water diving is your thing, then you should talk to Amanda Cassar. The self-professed adventure junkie is far from...

They say active management comes to the fore when markets are a mess. Unsurprisingly then, several active managers have recently forwarned investors to steer clear...

It’s not just about numbers. Financial adviser Antoinette Mullins believes in the power of relationships and offers her financial strategies with a side of emotional...

They say the end of the financial year is the best time to snap up a bargain, and just like your favourite retailer, the market happens to be offering quite a few...

Selecting the right financial adviser can make all the difference to your wealth. Here’s what you need to know to select the right financial adviser for you.

Daniel is what some might call a vagabond. Born to a roving police officer in Darwin, he recalls growing up in four different towns across the Top End before...

Trent isn't your typical adviser (or golfer, for that matter). He spent over a decade working in global investment banking and capital markets in Sydney and Japan,...

While sleep - or lack thereof - was already a major talking point in Australia before the pandemic (the government funded a national sleep study in 2018), things...

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants...

While Elon Musk may not have been able to build a bulletproof car, with the help of the award-winning financial advisers in this episode of Buy Hold Sell, you can...