Search Results | Showing 1 - 10 of 275 results for "Irene" |
| | ... industry to bolster the perceived value of life insurance in one's financial portfolio," Investment Trends head of research Irene Guiamatsia said. The report also revealed that a robust brand reputation is the foremost consideration for consumers when ... |
| | | ... demand for guidance on investment strategy, longevity risk, and superannuation growth. Investment Trends head of research Irene Guiamatsia said that despite these barriers, the perceived value of financial advice is high, with over 80% of those without ... |
| | | ... shares in their portfolios, an increase from 25% in May 2023 and 23% in November 2022. Investment Trends head of research Irene Guiamatsia said dormancy rates have decreased notably from six months prior but continue to be elevated. "Inflows of new-to-market ... |
| | | ... the other way, reigniting demand for cash and fixed income as asset classes of choice," Investment Trends head of research Irene Guiamatsia said. Elsewhere, the report said advisers are becoming more selective in choosing product providers for their ... |
| | | ... time to achieve its mandated inflation goal." Elsewhere, abrdn head of multi-asset investment solutions APAC and strategy Irene Goh said inflation is "a little stickier than what we would have liked" although the downward trend in inflation is very much ... |
| | | ... important, particularly considering the next generation of digitally native heirs. However, Investment Trends head of research Irene Guiamatsia said that HNWs still struggle with a 'whole of portfolio' reporting piece. "For example, one in two ... |
| | | ... Of this cohort, 41% saw growth in practice revenue in 2023, compared to 39% in 2022. Investment Trends head of research Irene Guiamatsia said it's encouraging to see the positive business outcomes advisers are experiencing and explained on average ... |
| | | ... trades on shares or ETFs in the 12 months to May, down from 1.51 million six months ago. Investment Trends head of research Irene Guiamatsia said the primary cause of the decline is a remarkable surge in dormancy. Over 420,000 previously active investors ... |
| | | ... clients serviced by any single adviser appears to be slowly but surely approaching Dunbar's cognitive limit of 150, Irene Guiamatsia, head of research at Investment Trends said. "This renders considerations of scale, digital engagement and the broader ... |
| | | ... complexity of the superannuation system and continues to pose a great challenge for SMSFs," Investment Trends head of research Irene Guiamatsia said. "Our research tells us advisers are anticipating the indexation of the transfer balance cap as having ... |
|