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IRENE GUIAMATSIA

Financial planning

Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....

Financial planning

The advice gap is more acute in Australia than other parts of the world, according to a panel of industry experts, and is lagging behind in digital advice propositions....

Funds management

The number of exchange traded fund investors has climbed to over 1.7 million, with new investors being younger and more likely to be female compared to five years ago....

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...

Financial planning

More trustees are willing to seek professional advice than before the COVID-19 pandemic, but that has not resulted in physical uptake, according to research from Investme...

Funds management

New research from Investment Trends has revealed that higher fees and the possibility of lower returns are not significant barriers to ESG investment....

People & Products

Dr Irene Guiamatsia will replace Recep Peker who will continue to support clients in an advisory capacity....

Funds management

Retail online investor numbers climbed to a record high in 2017, with improving market sentiment seeing 645,000 Australian place at least one share in 2017, according to ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago