RETAIL INVESTORS

Funds management

State Street forecasts the strong retail demand for ETFs in Australia will continue to expand and the next step will be the launch of ETF savings plans and models....

Funds management

Australian investment managers are pivoting away from retail investors and towards the allure of private clients, according to Sentient Group, while the sophisticated inv...

Funds management

Some 1.5 million Aussies hold at least one ETF thanks to fee reductions and financial adviser recommendations, according to Computershare....

Funds management

Despite exchange traded funds’ (ETFs) increasing popularity amongst retail investors, assets witnessed slower growth compared to 2021, growing 4.9% in 2022....

Financial planning

While it is great to see retail investors investing in the stockmarket for the first time, a sharp market downturn could put them off the market for good, warns Airlie....

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Financial planning

Online security trading is on the rise thanks to the COVID-19 pandemic and 10% of traders say they intend on investing in digital currencies over the next 12 months, acco...

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Funds management

It is the duty of retail investors to educate themselves on the costs and risks of trading in foreign exchange markets, according to Dale Gillham, as a trading company is...

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Funds management

Institutional investors are more optimistic than retail investors when it comes to Chinese sentiment and expect a rise in China A-shares next year. ...

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Financial planning

The increased allocation to cash by many investors has cost them 4% to 5% a year over the long-term and advisers need better diagnostic tools to accurately assess the cli...

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Funds management

Magellan has announced the development of lower cost investment alternative for retail investors, which will be a series of diversified investment strategies. ...

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Financial planning

Only 37% of retail investors believe their financial adviser puts their interests first and 25% when it came to institutional investors, according to a survey....

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Funds management

Retail investors choosing to sell tended to find the share price rose the following day, according to the Australian Securities and Investments Commission, as it highligh...

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Funds management

Online investment provider Six Park is temporarily reducing its minimum investment threshold and waiving investment management fees to encourage more Australians to in...

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Policy & Regulation

There has been an upsurge in retail investors seeking to time the market in pursuit of quick profits and the Australian Securities and Investments Commission has warned t...

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Financial planning

The bank is moving clients previously regarded as retail investors into wholesale products in a bid to keep high net worth clients to suit its changed business model and ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 4 hours ago