RETAIL INVESTORS

Funds management

Clime Investment Management has announced the addition of four new investment portfolios through OpenInvest platform....

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Funds management

The Morrison Government has announced its commitment to expanding retail investor access to corporate bonds market....

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Funds management

Pengana Capital Group has announced plans to launch a global private equity listed investment trust, which aims to raise between $250 million and $1 billion....

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Financial planning

Investors on average expect the All Ordinaries Index to grow by +0.3 per cent over the next few months, according to Investment Trends....

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Funds management

Colonial First State has entered a strategic alliance partnership with Baillie Gifford to give retail investors access to a new global equity offering....

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Policy & Regulation

The securities regulator said it has taken action to stop several proposed initial coin offerings or “token-generation events” that target retail investors....

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Funds management

Airlie Funds Management has made its Australian equities-focused product available to retail investors for the first time....

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People & Products

Sydney-based manager, KSI Investments has sought to take a land banking investment retail with a structure aimed at self-managed super fund investors....

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People & Products

Man Group has entered a strategic partnership with Grant Samuel Funds Management targeting retail investors in Australia and New Zealand....

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Funds management

Avenir Capital has launched a retail class of a concentrated global equities fund which will be available to retail investors....

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Funds management

Insight Investment is targeting Australian retail investors with a new media campaign launch and more engagements with dealer groups....

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Funds management

The number of market neutral strategies available to retail investors in Australia would no longer be limited due to access to global market neutral strategies....

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Financial planning

ASIC has accepted an EU from HSBC for potentially giving poor advice to clients on retail structured products without collecting sufficient information and considering th...

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Tools & guides

Dividend paying warrants may be a simple way to generate additional income for investors wanting to boost liquidity and for those heading into retirement wanting to diver...

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Financial planning

PIMCO has launched a digital platform for financial advisers, institutions and investors as part of its focus on the retail segment....

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 4 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 23 hours ago
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 6 days 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 2 weeks 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 1 week 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