Tag: Retail investors

In a defining moment for retail investors, Frec, a financial technology company, has emerged from stealth, boasting a robust set of automated, self-service investment products.

The transformation in the wealth management landscape is undeniable. To achieve consistent double-digit growth in this maturing industry, the focus must shift towards retail investors. These investors are a vast reservoir of opportunity, yet they present a set of challenges that many in the wealth management realm may find unfamiliar.

Yahoo, a global online giant renowned for its diverse portfolio of iconic products, has made a strategic move by acquiring Commonstock, a rising star in the broker-agnostic social platform sector.

Compliance within the financial services industry has taken a new turn as online trading and the emergence of 'finfluencers' on social media platforms have magnified the risks of market manipulation. The shift in the landscape demands greater attention to the prevention, detection, and mitigation of market abuse.

The evolving landscape of the digital era offers significant opportunities for financial institutions, particularly in the wealth management sector. Using gamified elements to draw consumer attention and cultivate loyalty has become a common practice.

Australian startup Fresh Equities has announced a successful $4m funding round, which will be used to help public companies communicate more effectively with their investors. The company has rebranded itself as InvestorHub, and aims to use data-driven insights to help listed companies communicate with their shareholders and potential investors.

A Kana Earth study has found 65% of UK retail investors are more likely to invest in funds that provide more carbon footprint information.