INVESTING

Funds management

Younger equity investors have outperformed their older peers by leaning into a defensive trading style and a greater focus on small caps in the last financial year, acco...

Funds management

While Europe steams ahead with sustainable investment, Australian investors sit on two ends of the ESG spectrum when it comes to sustainable funds, according to ClearBrid...

Funds management

Analysis of trading behaviour of the SelfWealth cohort found banking trades increased significantly in March, despite the crash of Silicon Valley Bank and Credit Suisse, ...

Financial planning

With Australians increasingly reluctant to discuss finances, Sydney adviser Jessica Brady has launched an online financial literacy course which hopes to empower young pe...

image
Funds management

Women are 20% more likely than men to trust financial advice from family and friends, according to research by Global Prime, while young men are more likely to be followi...

image
Financial planning

The number of ultra-high-net-worth individuals in Australia is higher than ever before, however their spending goes towards ‘investments of passion’ rather than simply re...

image
Financial planning

Despite concerns, the current market environment is better than many think thanks to support from central banks and governments....

image
Funds management

Australians are undeterred from investing by the pandemic as only 17% say they are less likely to invest now, although 66% are worried about their financial future, accor...

image
Tools & guides

In an age of disruption, writes Hendrik-Jan Boer, various factors can be applied to establish which companies are the transition winners. ...

image
Funds management

Those investors who have only invested in the stockmarket in the past year are likely to be challenged in the next few weeks as the market undergoes a pullback, according...

image
Funds management

Buying into something that has already risen strongly and believing you will gain the same return in the future is a flawed strategy, Wealth Within warns....

image
Expert Analysis

As more retail investors enter the market, Lawrence Lam writes, it is as important for people to know when to sell a stock as when to buy it. ...

image
Financial planning

Around 66% of Australians now have some level of investment other than property, with more investing in the share market, including exchange traded funds....

image
Funds management

Reasons cited by Aussies for not investing included a preference to keep money in a bank account, belief it was too risky and lack of financial education. ...

image
Funds management

The underperformance of value investing in recent years has been distorted by the rise of a very narrow set of technology stocks, according to Realindex....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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...

6 days 21 hours 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...

6 days 22 hours 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 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 1 week ago