As the election took centre stage last month, what were the investing themes doing the rounds, and which shares were Selfwealth investors buying and selling?

As the ASX surged to an all-time high, these shares gained the attention of the Selfwealth community in November.

With Australia representing just 2% of the global equity market, ETFs like VGS and IOO offer global reach for opportunities in overseas markets.

In the final chapter of this five-part series with the Australian Shareholders Association, Craig Keary connects back to the importance of goal setting and looks at it through the lens of the Japanese concept of ikigai

In the fourth chapter of this five-part series with the Australian Shareholders Association, Craig Keary turns his attention to a subject he is passionate about that also underpins the broader intergenerational wealth transfer in motion: Subjective wellbeing.

In this second chapter of a five-part series with the Australian Shareholders Association, Craig Keary broadens the focus to assess the global factors at play in the intergenerational wealth transfer, and the impact that will also be felt in Australia specifically. Future chapters will explore further themes and trends emerging as part of this broader shift. 

In the first chapter of this five-part series with the Australian Shareholders Association, Craig Keary unpacks the intergenerational wealth shift and why it matters to all of us. Future chapters will explore further themes and trends emerging as part of this broader shift.

Offering access to hundreds of shares spanning more than a dozen markets, funds like IEU and VEQ are gateways to invest in Europe.

One of the world’s fastest growing economies, what sort of opportunities does the Indian share market hold? The IIND and NDIA ETFs give us a preview.

On Monday 25 November 2024, SelfWealth Limited (ASX:SWF) and Bell Financial Group (ASX: BFG) announced that they have agreed terms to combine the businesses. The transaction is subject to Selfwealth shareholder approval, with a vote anticipated by the end of March 2025.

Japan’s share market features global leaders across tech, industrials, and consumer goods. ASX ETFs HJPN and IJP open access to such opportunities.

See which ASX shares were favoured, or fell out of favour among the Selfwealth community during October, 2024.

See which US shares were favoured or fell out of favour among the Selfwealth community during October 2024.

With $3.5 trillion in assets set to change hands by 2050, an industry expert has stressed the significant role of advisers in the transfer of wealth process in order to secure wealth and assets for future generations.

Craig Keary, CEO of Selfwealth, joined Michelle Baltazar on the Money Magazine 'Friends with Money' podcast. They discussed the latest investment trends and how they differ across the generational cohorts.

Craig Keary, CEO of Selfwealth, discusses the pressing issue of Australia's $3.5 trillion intergenerational wealth transfer by 2050, stressing the substantial shift of $175 billion yearly. He highlights the importance of clear communication and understanding goals when planning wealth distribution among generations.

See which ASX shares were favoured or fell out of favour among the Selfwealth community during September 2024.