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Showing 1051 - 1060 of 3945 results for "Trend"

Mid and small-caps outperform in 2019

ALLY SELBY  |  TUESDAY, 3 MAR 2020
... that smaller funds in this category tended to perform better than their larger peers," S&P Dow Jones Indices said. "This trend has been consistently observed in the SPIVA Australia Scorecards." 2019 wasn't a fantastic year for large-cap Australian equity ...

Remain liquid, defensive and patient: Schroders

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2020
... this virus goes on is going to dictate how much of a concern these things are in the future," he said. Kase said another trend that has been seen in 2020 is the divergence between bonds and equities, with both sectors pointing to a different outlook. ...

Higher super contributions make Aussies feel safer

HARRISON WORLEY  |  TUESDAY, 25 FEB 2020
New research suggests contributions above the current rate of superannuation guarantee lead to Australians feeling more secure about their retirement. While the superannuation sector awaits the final report of the retirement income review, new Investment ...

Count Financial treads new path

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2020
... change," CountPlus said. Adding further pressure is the fact Count has been late to the market in addressing the user pays trend in advice businesses, it added. Historically, CountPlus said, Count Financial has charged relatively low fees to member firms ...

Advice complaints low: AFCA

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... inappropriate advice last year. In terms of SMSFs, inappropriate advice to establish an SMSF was highlighted by Donald as a trend in complaints that AFCA has noticed. The advice to purchase property with an SMSF, especially in a rural area, was also ...

What SMSFs will look like in 2030

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
A panel discussion at the SMSF Association Conference has sought to predict what the SMSF industry will look like in 10 years' time, with the issue of retirement front and centre. Rice Warner executive director Michael Rice, Challenger chair of retirement ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
Investment Trends has released the 16th edition of its Platform Benchmarking and Competitive Analysis Report, with Netwealth taking out the top gong. The wealth management platform led the pack for overall platform functionality, followed closely by ...

Chief economist update: It's the US consumer, stupid me

BENJAMIN ONG  |  WEDNESDAY, 12 FEB 2020
... three in four U.S. adults (74%) predict they will be better off financially a year from now, the highest in Gallup's trend since 1977," it shows. This is hardly surprising given the wealth effect from the rise and rise in the US equity market - the ...

Pension assets climb towards $50 trillion

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... internally are also shifting. "Besides strong growth in assets last year, there was a noticeable pick-up in the decade-long trend of funds developing stronger strategies around their people," she said. "Larger funds, particularly those above US$25 billion ...

More engagement with custodians needed: Report

ELIZA BAVIN  |  TUESDAY, 11 FEB 2020
The Australian Custodial Services Association (ACSA) is urging institutional investors to forge closer relationships with custodians to ensure better outcomes are achieved. ACSA released a report describing the evolving role custodians play in Australia's ...