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Showing 101 - 110 of 202 results for "Individual Investors"

Misaligned expectations advisers' biggest threat

KERRIE SYDEE  |  THURSDAY, 17 NOV 2016
... investor return expectations can be as high as double what advisers see as realistic. The data revealed that individual investors expect returns of 9.5% above inflation but are not aware of the risks required to achieve such returns. In contrast financial ...

Investors expect gender diversity: CFA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
New research from CFA Societies Australia finds more than 50% of individual investors would prefer to work with a team of gender diverse investment professionals. CFA Societies Australia, a member society of CFA Institute, is calling on financial services ...

Advice clients need greater clarity on fees: survey

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2016
... United States in August 2014 which was completed by a representative sample of 300 financial advisers and 300 individual investors across differentiating net asset bands and age groups.

Powerwrap launches SMA service

MARK SMITH  |  THURSDAY, 8 SEP 2016
... strategies even more powerful." An SMA is a customised share portfolio in which the underlying assets are owned by individual investors, allowing investors to benefit from expert investment management without the embedded capital gains tax associated ...

BetaShares rolls out global sector ETF suite

ALEX BURKE  |  WEDNESDAY, 22 JUN 2016
... BetaShares/Investment Trends ETF Report 2015, access to overseas markets is the second most important reason individual investors seek out ETFs, after diversification domestically. "FUEL answers this demand head on by allowing investors to tap into global ...

XTBs and SMAs a good match

DARREN SNYDER  |  WEDNESDAY, 22 JUN 2016
... portfolio. ACBC launched XTBs in May 2015 to fill the hole in the breadth of fixed income investments available to individual investors on the ASX. It's an access to the corporate bond market previously dominated by institutional investors. More than ...

BetaShares launches hedged Europe and Japan ETFs

MARK SMITH  |  MONDAY, 16 MAY 2016
... BetaShares / Investment Trends ETF Report 2015, access to overseas markets is the second most important reason individual investors seek out ETFs, after diversification. "These products allow us to address this need and provide investors with exposure ...

ETF Securities closes 10 ETFs

ALEX BURKE  |  TUESDAY, 12 APR 2016
... assets so ETF Securities has acknowledged that and withdrawn the products accordingly. "All money owed to individual investors is in the process of being paid back through the standard channels." Walesby clarified that the decision to close the funds ...

T+2 settlement arrives on Monday

DARREN SNYDER  |  FRIDAY, 4 MAR 2016
... The ASX said T+2 will also lower systemic risk for the market as a whole by reducing counterparty risk for individual investors, participants and the clearing house. ASX deputy chief executive Peter Hiom said the move to T+2 settlement is an important ...

PIMCO launches new digital platform

MARK SMITH  |  TUESDAY, 1 DEC 2015
... PIMCO has launched a new digital platform in Australia customised for financial advisers, institutions and individual investors that integrates the firm's thought leadership, client resources and investment solutions in a bid to enhance value to its ...