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Showing 101 - 110 of 1646 results for "Study"

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
... alternatives, a new survey from Praemium finds. Such assets comprise an average of 26% of HNW clients' total portfolio value, the study conducted in partnership with CoreData showed. Some 50% of HNW advisers predict that non-custody solutions will have ...

Gender parity in financial services an economic imperative

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... is invested in compared to 60% of men. Women, however, are taking stronger interest in investing. The 2023 ASX Investor Study showed more women are investing outside of their primary residence and superannuation than ever before, despite male investors ...

Tokenisation can save US$135m in back-office costs: Study

KARREN VERGARA  |  FRIDAY, 7 MAR 2025
... save the asset management industry US$135 billion in back office and administrative costs that drain the bottom line, a new study from Calastone found. The survey of 26 asset managers from Asia, the UK, US and Europe expressed their growing interest ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing AI rate themselves as "beginners" or have "limited use" and primarily ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... SMSFs will invite more new generations to "take charge" of their super. The report follows the SMSF Association's recent study, revealing that SMSFs generally outperform industry funds over a longer period. The study also demonstrated advised SMSF ...

Foreign investors banned from buying homes

ELIZA BAVIN  |  MONDAY, 17 FEB 2025
... been barred from buying existing property except in limited circumstances, such as when they come to live here for work or study." The ban will extend to temporary residents and foreign-owned companies, unless an exception applies. The exceptions include ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... highlights the important role professional advice play in assisting SMSF trustees to diversify their investment portfolio. The study gathered data from 421,000 SMSFs - 69% of all SMSFs - provided by BGL Corporate Solutions, Class, and SuperMate. The ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... proposing to allow any bachelor's degree or higher in any discipline. "Prospective advisers will need to meet minimum study requirements in relevant financial concepts such as finance, economics or accounting. They will also need to complete financial ...

Australian super assets set to become second largest globally: WTW

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... ($4.2tn) at the end of 2024, ranking it the fifth largest out of 22 global pension systems in the 2025 Global Pension Assets Study. The US has the biggest market with US$38 trillion ($60.6tn) in retirement savings, followed by Japan and Canada with US$3.3 ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... will amend one of the four key pillars of becoming a financial adviser. "Prospective advisers will need to meet minimum study requirements in relevant financial concepts such as finance, economics or accounting. They will also need to complete financial ...