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Showing 1271 - 1280 of 2388 results for "Finding"

The challenge of finding true active management

ALEX BURKE  |  FRIDAY, 23 JUN 2017
Active management has a critical role to play in the current global economic environment - but it pays to know what you're getting out of it. Speaking at a T. Rowe Price investment briefing in Sydney, national sales manager Darren Hall noted that it's ...

RG 133 review reveals poor compliance

EMMA RAPAPORT  |  THURSDAY, 22 JUN 2017
Custodians and responsible entities of managed investment schemes with asset holding requirements are falling short of ASIC expectations, showing generally poor levels of understanding and compliance with Regulatory Guide 133. These findings form part ...

Location, location, location: the key to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
The Apple Isle is calling for those wanting to make the most of their retirement, according to the latest insight from Milliman. A study of more than 300,000 Australian retirees shows the cost of retirement varies widely depending on where you live ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... efficiency, alternative transport, healthcare, education providers and sustainable property. "Our adviser members are constantly finding new clients contact them concerned about their investment exposure to the fossil fuels, particularly in their superannuation ...

Gen Y leading retirement readiness: research

ALEX BURKE  |  THURSDAY, 15 JUN 2017
More than half of Generation Y respondents in a recent RaboDirect survey indicated they would be adequately funded for retirement, compared to 31% of Gen Xers and 30% of baby boomers. The findings came out of RaboDirect's Super & Retirement Report ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... planning to spend and invest more in advice and financial planning technologies over the next 12 months. That is a key finding of a new report from Netwealth, showing that 69% of advisers plan to spend more on operations processes and workflow technologies ...

Baby boomers lag on retirement planning

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
With investors becoming increasingly aware the responsibility to fund their retirement will ultimately fall on their shoulders, baby boomers could learn a thing or two from younger generations. Latest insight from Natixis Global Asset Management on ...

Fiduciary rule introduced in United States

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... services workforce in the US. A recent study by three university professors analysed a decade of disciplinary data to 2015, finding that 7% of advisers had a history of serious misconduct, over a third of which are repeat offenders. The study also found ...

Life consumers influenced by premium pricing

KARREN VERGARA  |  FRIDAY, 9 JUN 2017
... service levels (33%). Consumers are also more likely to switch to new providers based on lower premiums (36%) compared to finding superior products (18%) or better services (7%). "This shortened application process can result in problems at the time ...

Females dominating non-concessional contributions

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
Women are more likely to make non-concessional contributions into their superannuation than men, new insights show. A new report from Vanguard analysing data from Sunsuper's membership of over one million Australians shows that 60% of members making ...