POWERED BY MOMENTUM MEDIA
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....
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...
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...
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. ...
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...
Funds management
Magellan has announced the development of lower cost investment alternative for retail investors, which will be a series of diversified investment strategies. ...
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....
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...
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...
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...
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 ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...