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28 February 2026
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The number of financial planners is shrinking, the price is increasing, and trust is still low. With increasing numbers of Baby Boomers heading into retirement, the need for advice has arguably never been greater.
Impact investing is moving out of the fringe and into mainstream investing, and the trend is supported by millennials who will soon benefit from a massive wealth transfer.
Nobel Laureate, Robert C. Merton, says technology and fintechs will find it difficult to build trust, but how much trust do we have in "the contradiction of the country’s most hated company"?
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.
As fintech funding platforms and instant payment systems grow, small businesses will benefit from greater choice and bargaining power when it comes to obtaining finance and managing cashflows.
Every investor deals with a range of service providers, but it's important to know the strengths and weaknesses of each and tap their capabilities accordingly.
Consumers of financial products are increasingly willing to place their trust in new intermediaries, including fintechs driving change with innovation and consumer-driven processes.
Behind the glossy facade of the website of the roboadviser, how effectively will the business model deliver quality financial advice and appropriate investment outcomes at a competitive price?
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?
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.
The Cuffelinks articles on disruption and the future of wealth management have been among the most popular we have published. Here is some suggested additional reading from external sources.
Looking at the decade ahead, who are the likely winners and losers in the wealth management industry as it adapts to technological innovations, with a particular focus on superannuation? (Plus see related video)
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.
Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.
The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.
A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.
This is my last edition as Editor of Firstlinks. I’m moving onto a new role though the newsletter will remain in good hands until my permanent replacement is found.