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. ...

image
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...

image
Funds management

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

image
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....

image
Funds management

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

image
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...

image
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...

image
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. ...

image
Funds management

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

image
Funds management

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

image
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 ...

image
Financial planning

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

image
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....

image
Superannuation

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

13 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

1 day 20 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

1 day 20 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 14 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 1 day ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago