INVESTORS

Funds management

Generation Z, those aged 18 to 24, account for nearly one-third of new online investors in 2024, according to Investment Trends, up from just 10 per cent in 2019....

Financial planning

Financial advice is seeing appeal from younger investors with deVere Group seeing a 54% jump year-on-year in enquiries from under-30s. ...

Funds management

Despite the average Australian equity fund returning 41% over the last five years, fears of underperformance and hidden fees are the biggest challenges for firms to dispe...

Funds management

Investors integrating ESG data into their process can mistakenly conflate ESG scores in practice with the more familiar financial quality metrics....

Funds management

Many investors are getting their company valuations wrong as they focus on pricing in earnings growth expectations at normal levels, according to Lazard Asset Management....

Funds management

The Australian Securities Exchange has failed to protect the rights of investors, according to fund manager Allan Gray....

Funds management

Given the extreme valuations attributed to key growth stocks, and the likelihood that interest rates have bottomed, Maple-Brown Abbott argues that value is set for a peri...

Funds management

Amid whispers of a crisis in the financial markets, Lonsec has suggested that investors who avoid herd-like selling can often protect themselves in times of crisis and ev...

Financial planning

Investors could soon train their brains to resist the urge to hold onto bad investments with a new program developed by Monash University researchers. ...

Funds management

The State Street Investor Confidence Index has declined by 7.4 points to 94.3 in August....

Funds management

Investors are showing increased interest in China’s onshore bond markets, according to PIMCO. ...

Superannuation

The latest SuperRatings data shows a steady trend toward more defensive assets as super members get older, reflecting the gradual shift in asset allocation determined by ...

Financial planning

A research house has warned Australian investors about the hazards of overseas property investment....

Funds management

Sophisticated or wholesale investors looking to invest together through one legal entity should consider using a bare trust, the Fold Legal has recommended....

Superannuation

Cash is still king for SMSF investors but there are clear signs of diversification, according to the latest Australian Taxation Office data....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago