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SELFWEALTH
Funds management
New data has explored the most popular holdings of over 1,000 millionaire investors on the Selfwealth platform, with almost a third being held in self-managed superannuat...
Funds management
Analysis of trading behaviour of the SelfWealth cohort found banking trades increased significantly in March, despite the crash of Silicon Valley Bank and Credit Suisse, ...
SMSF
Most self-managed superannuation fund members would have been better off investing in an index fund, according to research from the Monash Centre for Financial Studies....
People & Products
SelfWealth has appointed a new chief executive with Cath Whitaker replacing Rob Edgley who will step up to chair the company’s board....
Funds management
Measures such as website traffic and shipping documentation can be useful tools in assessing a company’s performance, in addition to financial checks, according to Datt C...
Funds management
From 14 December, 2020, SelfWealth members will able to access US equities which has been integrated into the current platform....
People & Products
Broking platforms SelfWealth and OpenMarkets have announced they will continue their partnership for a further three years, having first joined forces in 2017....
Financial planning
Smaller broking platforms are seeing increased interest as a result of above-average trading volumes prompted by COVID-19....
Financial planning
SelfWealth has announced it has signed a product development agreement with ETF Securities and completed $1.5 million share placement....
SMSF
Self-managed super funds appear to have been turned off investing in large institutions such as the Big Four banks by the Royal Commission, according to SelfWealth chief ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...