RETAIL INVESTORS

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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Funds management

Saxo Capital Markets has welcomed ASIC product intervention powers and reinforced the importance of responsible leverage....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago