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21 November 2024

Home / Financial Services

Financial Services

1-11 out of 11 results.

5 exciting areas of investment opportunity

Markets have started this year well yet there are still several exciting long-term themes that are underappreciated by global investors. They include alternative assets, luxury goods, AI, and mission-critical financial firms.

Who is Stephen Jones, aspiring Minister for Financial Services?

Stephen Jones is the Shadow Minister for Financial Services and Superannuation, and if Labor is elected, he is likely to become the Minister. What do we know about him? This is an edited transcript of his views.

Reducing the $5,300 upfront cost of financial advice

Many financial advisers have left the industry because it costs more to produce advice than is charged as an up-front fee. Advisers are valued by those who use them while the unadvised don’t see the need to pay.

A right royal collection from the Commission

A year of editorials is collected into a summary of the Royal Commission hearings. No need to rush out and buy one of the books that will hit the stores in the next few months.

Fintechs could challenge savings banks

Fintechs want to inject themselves between banks and their customers in the most profitable areas. Most will fail but others will chip away and the banks must respond, while the regulators keep a close watch.

AFCA: A new era in financial services dispute resolution

The CEO of the new Australian Financial Complaints Authority (AFCA) writes exclusively for Cuffelinks on how it will operate, including jurisdiction, remediation, efficiency and building trust.

Thanks for the Royal Commission feedback

The Financial Services Royal Commission is discovering behaviour that is far worse than expected, with widespread implications for wealth management. Banks are challenged making the vertical integration model work.

Five ways to filter the fintech hype

Almost every day, there is a new and exciting fintech announcement of the next big thing. Some checks improve the chances of finding the financial services winners.

What are all these fintech startups actually doing?

There is healthy activity in fintech startups across Australia, and many new businesses will come to market in the next few months. What did the audience think when they saw 31 such businesses present in rapid-fire?

The upside of fintech for wealth managers

Fintechs are often viewed as disruptive to traditional financial services businesses, but in reality they present great opportunities for savvy organisations, especially within wealth and asset management.

Financial Services Guide (AU)

This FSG is designed to provide you with information about Morningstar and how we can be contacted; what financial services we are authorised to provide to you; how we are remunerated; how we manage conflicts of interest; how we protect your information; and how we manage complaints. We also provide important information you should be aware of in relation to our research reports.

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Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

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