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Showing 31 - 40 of 2543 results for "Analysis"

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights the struggle ...

Coalition's super for housing scheme slammed

ELIZA BAVIN  |  TUESDAY, 12 MAR 2024
... home deposit could see property prices rise by nearly $75,000 across Australia's five largest capital cities. The analysis from SMC comes as the Senate economics committee prepares for a hearing into consumer experiences and choices in the retirement ...

Pendal shutters costly equity fund

KARREN VERGARA  |  MONDAY, 11 MAR 2024
... preference shares that offer above average income returns and may also hold cash and may use derivatives, Morningstar's analysis read. Minimum investment amount was $500,000. Portfolio manager Jim Taylor has overseen the fund since its 8 January 2003 ...

Female fund managers boast 1.2% alpha

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
Female fund managers generate 1.2% alpha on average compared to the broader population, a new analysis from Morningstar shows. The assessment of 62 portfolio management teams led by women were able to achieve 0.89% in alpha annualised over five years ...

Alex Dunnin bids farewell to Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
... surveys. This followed three years with the Department of Veterans Affairs as a statistics officer, undertaking demographic analysis of veterans, including morbidity and mortality. In 1998, he joined forces with Rainmaker Group managing director Chris ...

'About bloody time': Industry responds to PPL super reform

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
... retirement future and go some way to address the gender super gap," she added. For its part, the Super Members Council said analysis shows the gender super gap is narrowing, however things are going backwards for women in their 30s. This is primarily ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... dissatisfied in their current roles as many flagged their exit over the next three years, a new survey finds. A comprehensive analysis of professional development managers (PDM) and business development managers (BDM) by Business Health looked at how ...

Long-term cost of super early release to be $85bn: SMC

CHLOE WALKER  |  FRIDAY, 1 MAR 2024
... Australian taxpayers may face an $85 billion bill due to the COVID-era Early Release of Super scheme, according to a new analysis by the Super Members Council (SMC). Using the Superannuation, Pensions, and other Retirement OUTcomes (SPROUT) model, the ...

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
Analysis shows an annuity that pays an income equivalent to the Age Pension would cost a retiree more than $500,000. In researching whether annuities could solve superannuation's need for better retirement income stream solutions, Rainmaker Information ...

Pay gaps at super funds, fund managers revealed

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2024
... while the lower quartile is 69% female. It does not have a policy for equal remuneration, did not undertake a payroll analysis, and did not provide a statement. Vanguard's median gender pay gap on base salaries is 5.4% and 6.3% for total remuneration. ...