February
How AI can help with financial advice
Financial planners are already in short supply. This is how AI can help them spend more time with clients.
- Christopher Niesche
The best mix of assets for your retirement portfolio
Financial advisers say moderately wealthy Australians and those better off can afford to stay weighted to growth assets into retirement.
- Tom Richardson
From Sydney to Siena: Sort your finances to retire abroad
You’ve hit 60, you’ve got your super and your time is your own. Should you make that move to Tuscany?
- Sylvia Ramsey
How to pass on a prized collection to your kids
Precious collections of art, furniture, wine and watches are increasingly part of inheritances. What’s the best way to pass on these assets?
- Bianca Hartge-Hazelman
Ord Minnett rolls out first graduates to tackle adviser shortage
With new starters in its Sydney and Melbourne offices, the stockbroking firm joins a growing list of advisory shops welcoming graduates into their ranks.
- Aaron Weinman
- Exclusive
- Rich List
Former Credit Suisse, HSBC bankers target ultrarich with new bank
Volans opens its doors in May. It already has 17 employees on its books and is in the process of applying for a banking licence.
- Primrose Riordan
January
We fight over whether to send our kids to public or private schools
Private schooling can cost nearly $400,000, so it’s important to make sure you and your partner are on the same page.
- Penny Wise
- Opinion
- Opinion
Billionaires should be celebrated, not criticised
The value that household name billionaires have created for the world economy dwarfs their net worth. We need more, not fewer.
- Michael Strain
Three wellness hacks of the wealthy, and how to copy them on the cheap
Executives are installing home saunas and ice baths, to chase peak performance. But when it comes to proven benefits, experts say you can achieve them for less.
- Lucy Dean
How to turn $2975 a year into $240,000 by retirement
Making pre-tax contributions when you’re younger can reap significant dividends, but you need to be sure you don’t need that money earlier.
- Lucy Dean
December 2023
Three reasons to give kids an early inheritance
Some parents are motivated by the joy of seeing a financial gift used wisely while they’re still alive, while others don’t see any other way of getting adult children out the door.
- Nina Hendy and Joanna Mather
How much should I spend on my partner this Christmas?
We found the average spend by gender – and the gap is nearly $100.
- Lucy Dean
Six maps that show where you can buy a home on your income
An increasingly expensive property market is outpacing single buyers. This is what that looks like.
- Lucy Dean and Les Hewitt
- Opinion
- Investing
Goldilocks and the five risks: What to watch in 2024
Investors have emerged from a year of incredible volatility with relatively strong returns. But there are plenty of headwinds to watch out for in the next 12 months.
- James Thomson
For these exceptional uni students, scholarship opens locked doors
The Order of Australia Association Foundation has awarded its 2023 scholarships. For all of them, it opens opportunities they had previously written off.
- Lucy Dean
November 2023
- Exclusive
- ETFs
Gen X overtake Millennials as the biggest buyers of ETFs
The pandemic-era wave of young exchange-traded fund investors has slumped by 42 per cent, with 300,000 investors aged 18 to 34 selling out over the past two years.
- Lucy Dean
Morgan Stanley eyes advisers as global shops line up Australia’s rich
The investment bank wants to build a team focused on the ultra-rich, an increasingly crowded space, after losing dozens of advisers to smaller brokers.
- Aaron Weinman
What financial planners pay their kids in pocket money
Is pocket money ‘money for nothing’ or a good way to teach your kids about finances? It depends on how you use it, experts say.
- Lucy Dean
How an hour, one phone call and six switches could save $32,000
Cost-of-living pressures are hurting young people hardest, so it’s worth seeing where you can get a better deal.
- Lucy Dean
One age group is feeling the economic pain more than the rest
Australians spend almost the same amount on things considered essential and discretionary. But the 25-29 age group is the only one cutting back on both.
- Lucy Dean
