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Showing 1 - 10 of 26 results for %22Online Broking Report%22

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
... will either participate in some of our transactions for a small portion of the portfolio, and also run model portfolios or online portfolios that private investors can get access to." He added that the name 'Alpine Capital' is symbolic "as we ...

European robo-adviser eyes Australia, taps Westpac exec

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... Australian market, including its Portfolio Optimizer (quantitative downside protection for investors), Self Investor (an online investment platform), StoryTeller (an automated reporting solution) and Robo Advisor offerings. With major structural shifts ...

Best online brokers revealed

ELIZABETH MCARTHUR  |  THURSDAY, 22 AUG 2019
... brokers have some room for improvement. Investment Trends surveyed 8578 investors and traders to create its Online Broking Report. The report also looked at investor sentiment, finding that investors are on edge about the US-China trade conflict, with ...

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
... noted Wilson's "proven track record across a range of industries", including retail banking, wealth management, online broking and ecommerce. Finally, experienced sales professional James Delmar has been appointed chief sales officer. Delmar's 16-year ...

Digital engagement boosts investing demand

KARREN VERGARA  |  TUESDAY, 12 MAR 2019
... new generation of brokers to meet online investing demand, a new survey shows. Investment Trends' latest Online Broking Report found investors are turning to blogs and online forums to deepen their financial literacy and connect with like-minded investors. ...

Frequent traders re-evaluate broking landscape

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... effectively identify and respond to the needs of frequent traders will benefit," she said. In its 2018 First Half Online Broking Report, the researcher highlights that switching activity encompassing more than 11,000 traders and investors generally held ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... their preferred platform to be either good or very good. The Investment Trends 2017 Australia First Half Online Broking Report shows Australia's online broking service providers are meeting their investor's needs across a range of measures - although ...

Japanese broker targets Aussie SMSFs

DARREN SNYDER  |  MONDAY, 14 AUG 2017
One of Japan's largest online broking platforms is soon to launch in Australia with a focus on self-managed superannuation funds and financial advisers. Within two months the Monex Group expects to be operating in Australia, providing clients with trading ...

Dion Global targets IRESS market share with new platform

MARK SMITH  |  MONDAY, 6 JUN 2016
... CommSecs or ETrades, bringing that broking business back while also giving their customers a really beautiful mobile and online portfolio management tool." According to Smyth, there are huge numbers of retail investors who take pride in managing their ...

Cyber risks for local wealth sector

ALEX DUNNIN  |  WEDNESDAY, 15 OCT 2014
... include explicit data theft but Privacy Act breaches. As more Australian wealth managers move transaction and member activity online protecting against these risks is expected to become a much higher priority for trustee boards especially as it attracts ...
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