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Wealth Generation

This Month

Equity Story CEO Trent McGraw.

Finfluencers offered licensing lifeline after crackdown

ASX-listed investment information firm Equity Story will open its financial services licence to select social media influencers to stop them quitting financial advice.

  • Aleks Vickovich
The inflation-led market rout took Wall Street into a bear market after the S&P500 crashed by more than 20 per cent.

Market rout puts ‘reverse FOMO’ into most young investors

They say the Wall Street hammering that pushed the market into bear territory last month has not made them alter their investment strategies.

  • Lucy Dean
More than 70 per cent of young investors still have confidence in crypto assets.

Young investors still ‘believe’ in crypto after crash

The market has lost more than half of its value since the peak in November as series of high-profile incidents continue to affect market confidence,

  • Updated
  • Aleks Vickovich

‘Cash grab’: Stake stock lending under fire from Reddit traders

Critics have blasted the popular neo-broker’s soon-to-be-launched stock lending business for its default opt-in and allegedly unfair revenue split.

  • Lucy Dean and Aleks Vickovich
CBA is mulling a return to the provision of financial advice targeting Millennials.

CBA mulls financial advice for Millennial traders

Australia’s biggest bank has launched a new content platform called Stock’d aimed at those under the age of 35.

  • Updated
  • Aleks Vickovich
Samantha Horton is the vice-president of the soon-to-launch investment platform Syfe.

Syfe is a platform for traders who want to deep dive

Singapore investment platform Syfe will launch in Australia in July, hoping to offer a solution for retail investors who have graduated from “beginner” grade.

  • Updated
  • Lucy Dean


More financial advisers are recommending ETFs to clients.

Experts warn ETF investors of ‘painful’ tax mistake

Experts are warning first-time investors they need to declare capital gains and losses this tax season, even if they are enrolled in a dividend reinvestment plan in an exchange-traded fund.

  • Lucy Dean
Suzanna Penaflor isn’t planning on selling out of her ETFs.

‘We’re being tested’: Next-gen investors stare down markets bloodbath

It has been a horror show for local and international markets, but younger investors are shaking it off.

  • Lucy Dean
Rafa Canto is concerned about interest rates going up, and his property value going down.

Rate rises pile on pain for new buyers with ‘monstrous mortgages’

New borrowers are dedicating increasing chunks of their income to their mortgages, and as the RBA begins a rate rise campaign, that’s unlikely to end soon.

  • Lucy Dean
Georgia Woods plans to put more money into her super once she’s paid off her HECS.

Are shares or super better for a novice investor?

Daunted by volatile markets, some young investors are choosing to top up their superannuation to benefit from compounding, even though the funds are locked up.

  • Lucy Dean
Oxfam Australia chief executive Lyn Morgain.

‘That’s on you’: Oxfam puts ‘wilfully blind’ investors on notice

It is possible to work towards a comfortable lifestyle without jeopardising the planet or pushing people into poverty, but it requires work.

  • Lucy Dean


Investing in the stock market online has never been easier.

Stop dismissing young investors, stockbrokers told

Younger investors should be supported in taking control of their finances rather than talked down to, says online trading platform Stake.

  • Lucy Dean
Andrew Varlamos says most advertising to reach young investors is by companies that are less than 10 years old.

‘Surfboard’ advertising forces stockbrokers to step up game

It is only natural that younger investors would want to invest with platforms pitching trading as cheap and fun, but advisers need to highlight their wisdom.

  • Lucy Dean
Charlotte Hicks’ debut show at Fashion Week featured pieces from all of her editions, and was designed to show how an investment wardrobe could work.

How to build an ‘investment wardrobe’

Investors apply a high level of scrutiny to their investments. This is how to do the same with your wardrobe.

  • Lucy Dean

OK Boomer: could this be the start of the end of handouts?

Both major parties remain beholden to a large voting block comprised of older homeowners, but there are signs of a shift toward policies with broader appeal.

  • Lucy Dean
Bronte and John Forbes plan to vote independent in this election.

How I convinced my company director dad to vote teal

Former Olympian John Forbes voted Liberal his entire life, until his 20-year-old daughter changed his mind.

  • Lucy Dean
Street Talk.

Micro-investing market doubles as Robinhood trend endures

The huge rise in the number of Australians using apps to access financial markets suggests the arrival of a new generation of micro-investors is real.

  • Aleks Vickovich
MLC Asset Management’s head of investments Al Clark.

The new balanced fund is taking shape

How is the investment mix changing for the balanced fund while investors are preparing to face inflationary risks?

  • Alexandra Cain
Damien Hennessy, of Zenith.

Globally, commodities remain a strong sector of support

Equities market investors have to be nimble and avoid knee-jerk reactions to the present volatility.

  • Tim Boreham
CommSec's Richard Burns

Young investors plough $1.2b into CommSec Pocket

Commonwealth Bank will integrate CommSec Pocket into its main banking app to lure more Millennial and Gen Z consumers into the sharemarket.

  • Updated
  • Aleks Vickovich