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Showing 41 - 50 of 10374 results for "Research"

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... strategy," he said. In his new role, Rodda will oversee the national sales efforts, technical services, and platform and research relationships to deliver the flagship solution, Allianz Guaranteed Income for Life (AGILE) to the advice community as demand ...

Raiding super can worsen housing affordability: Research

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... those with low superannuation balances - a cohort which would largely comprise low-income earners," the paper read. The research looked at the Australian Taxation Office (ATO) data of 300,000 people to assess the distribution of superannuation balances ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... high-net-worth (HNW) women seeking increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian woman are more highly educated, entrepreneurial and participating in the ...

Northern Trust appoints head of international enterprise client solutions

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... servicing and asset management solutions, Northern Trust said. Paulin has 25 years of experience in senior level investment research, business creation, asset management, capital markets, and asset servicing roles. Before joining Northern Trust, where ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... about topping up not just domestic equities, but also small caps," she said. A report by Australian Ethical and CoreData Research last year showed that nearly half of advisers include responsible investing in their advice proposition, driven by rising ...

Perpetual seeds Kapstream fund

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... we focus on the middle 'mezzanine' notes, which offer attractive return and risk profiles," he said. Perpetual Private research analyst Eddie Lee said: "We continue to find private debt appealing especially domestic warehouse finance which exhibits good ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... emerging markets targeting outperformance may be better served implementing a multifactor strategy, according to new research from VanEck. The research paper, Factor-in Emerging Markets, revealed employing multiple factors would have outperformed the ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
Morningstar has confirmed the departure of two longstanding executives from the manager research side of the business - Tim Wong and Justin Walsh. It is understood that Wong - who oversaw fixed income strategies - is set to join former colleague Tim ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed investors opening SMSF ...

MFS Investment Management appoints chief investment officer

ANDREW MCKEAN  |  FRIDAY, 15 MAR 2024
... executive, taking over from Michael Roberge, the incoming chair. O'Neil joined MFS in 2005, progressed to director of research for North American in 2016, took on a diversified portfolio management role in 2018, and was appointed co-chief investment ...