retail investors

Editorial

FPA accused of failing to 'hold the line' on opt-in

The Financial Planning Association’s ‘side deal’ with the Industry Super Network on FOFA drew plenty of flack from many key industry figures....

Financial planning

ASIC worried about CFD breaches

ASIC is concerned about the number of breaches of basic client money-handling practices in the CFD and margin FX sector, according to Commissioner Greg Tanzer....

Funds management

Alternative strategies underperform over past two years

In a particularly volatile market, only five alternative funds managed to produce a positive return in the past two years, according to Morningstar's latest sector wrap-u...

Funds management

Asian REITs outperform traditional strategies

Asian Real Estate Investment Trusts (REITs) provide more diversification benefits with stocks than listed real estate companies an Asian Pacific Real Estate Association (...

Financial planning

Around half of investors make their own investment decisions

Most retail investors rely on themselves, their friends or family or the media for investment advice rather than seeking advice from a financial planner or stockbroker, a...

Financial planning

$100-million mandate for 90 West

Natural resource fund manager 90 West has announced receipt of a significant mandate from an industry super fund....

Editorial

Are ETFs really the next big thing?

ETFs have been growing at a rapid pace in the last few years, but as Janine Mace writes, this might be due to their potential, rather than the recent and current achievem...

Financial planning

Spooked investors not acting in own best interests

New State Street research points to Governments spooking investors who then fail to act in their own best interests....

Funds management

Australian Unity Investments to close two more mortgage trusts

Australian Unity Investments (AUI) has made the decision to close its Mortgage Income Trust (MIT) and Wholesale Mortgage Income Trust (WMIT)....

Editorial

What does ‘risk’ really mean in asset allocation?

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

Funds management

Investors keep one eye on active management

As investors look to diversify their portfolios, Certitude Global Investment chief executive Craig Mowll says he has seen a renewed interest in fund managers taking an ac...

Financial planning

Insto class action opens door to 'investment regret'

'Investment regret' may creep into the Australian legal system following the outcome of the class action against Lehman Brothers/Grange Securities, according to Sydney la...

Funds management

Fundies accused of catering to instos

Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....

Financial planning

ASIC targets complex retail products

Complex retail products will come under the ASIC's scrutiny due to poor market returns and growth in the self-managed super fund (SMSF) sector....

Editorial

Australian investors facing a currency war

Select Asset Management's Dominic McCormick suspects the recent decline in currency volatility is the calm before a much bigger storm – with significant implications for ...