Money

Surge in financial advisors recommending low cost ETFs

Published

2 years ago

February 8, 2024

New research has uncovered a growing trend among financial advisers recommending low-cost exchange-traded funds to their clients, indicating a shift towards more cost-effective investment strategies.

According to recently released data from wholesale trading platform AUSIEX, nearly a third (30.9%) of buying volumes directed by advisers went into ETFs in 2023, marking a significant increase from the quarter seen in 2022.

The adoption of ETFs was particularly pronounced among younger advised investors, with ETFs constituting almost half (49.2%) of buy trades facilitated by advisers for individuals aged between 18-24. This represents a notable 5% uptick from the previous year.

Steady growth

Similarly, for those aged between 25-49, ETFs accounted for more than a quarter (24.7%) of the buying volumes from advisers in 2023, reflecting a steady growth trajectory over the past two years.

Brett Grant, Head of Product, Marketing & Customer Experience at AUSIEX, emphasized the increasing significance of ETFs in advisers’ investment strategies, particularly amid market uncertainty.

“ETFs have become an increasingly important part of advisers’ investment strategies, in part due to market uncertainty,” said Grant. “Today, ETFs continue to offer a diversified, low-cost exposure to an index or specific thematic, allowing advisers and their clients to gain exposure to a range of asset classes in a single transaction.”

Balanced portfolio

Grant highlighted the versatility of ETFs in constructing well-balanced portfolios tailored to individual risk tolerance and financial goals, adding that they present opportunities for advisers to engage with the next generation of investors by aligning investment options with client values.

He outlined three key advantages driving the popularity of ETFs among advisers:

1. Diversification: ETFs enable exposure to various asset classes, investment trends, and regions, facilitating instant diversification for investors.

2. Cost Efficiency: ETFs are known for their low costs compared to managed funds, providing value for clients seeking cost-effective investment solutions.

3. Liquidity and Transparency: ETFs trade on stock exchanges like individual stocks, offering intraday liquidity. The transparent nature of ETF holdings allows advisers to make well-informed investment decisions.

The findings underscore a broader industry shift towards embracing ETFs as a preferred investment vehicle, driven by their affordability, versatility, and potential for portfolio diversification.

Money

AI fears rattle global markets and investors

AI developments cause market volatility, with European software and US tech firms facing significant declines amid rising uncertainty.

Published

17 hours ago

February 16, 2026

Harvey Vargas

AI developments cause market volatility, with European software and US tech firms facing significant declines amid rising uncertainty.

Global stock markets are experiencing heightened volatility as concerns about AI disruption sweep across industries. Investors are closely monitoring which sectors could be most affected as the technology continues to evolve.

Recent announcements from major US AI companies sent waves through international markets, highlighting the interconnected nature of global finance and technology. European software giants such as Dassault Systèmes and RELX saw significant declines, underscoring the global reach of AI developments.

UBS analysts warn that the impact of AI disruption could intensify in 2026 and 2027, with potential ramifications for a wide range of sectors.

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Money

U.S. stocks falling amid AI worries and weak earnings

U.S. stocks decline amid AI concerns, defensive sectors rising; traders eye commodities, jobs data, and currency trends for insights.

Published

4 days ago

February 13, 2026

Harvey Vargas

U.S. stocks decline amid AI concerns, defensive sectors rising; traders eye commodities, jobs data, and currency trends for insights.

U.S. stocks are tumbling as investors grow concerned over AI profitability and disappointing earnings. Defensive sectors are attracting attention ahead of the upcoming CPI report, while market participants are carefully watching how tech-heavy AI stocks are influencing broader indices. Steve Gopalan from SkandaFX notes that these factors are shaping market sentiment.

For traders, commodities like gold and oil are also playing a role in sentiment, providing hedges amid market uncertainty. The January jobs report and unemployment data are adding further context, with potential implications for Federal Reserve policy.

Market expectations for rate cuts are shifting as investors weigh economic indicators against global market dynamics. Traders are also eyeing currency movements, including the Australian Dollar and Japanese yen, for signs of broader economic trends.

Money

Wall Street tumbles as tech stocks face AI disruption fears

Wall Street falters as tech stocks dive amid AI anxieties; 2026 seen as critical for proving AI investment returns.

Published

4 days ago

February 13, 2026

Harvey Vargas

Wall Street falters as tech stocks dive amid AI anxieties; 2026 seen as critical for proving AI investment returns.

Wall Street took a sharp hit as tech stocks plummeted amid growing investor anxiety over artificial intelligence. Markets reacted strongly to uncertainty about how AI could disrupt major sectors, leaving investors on edge. Kyle Rodda from Capital.com explains why investors are nervous about what’s ahead.

Cisco Systems’ quarterly results added to the market jitters, while defensive sectors gained attention as investors sought safer bets. Analysts describe 2026 as a ‘prove it’ year for AI, with companies needing to demonstrate real returns on their ambitious investments.

The January Consumer Price Index report and rising concerns over AI’s impact on transportation companies further weighed on sentiment. Investors are now closely watching major tech firms for signals on how AI spending will shape future market performance.

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