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Showing 111 - 120 of 1030 results for "Insights"

Optimum Pensions urges super trustees to insure mortality risk

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
... per annum paid for life, the whitepaper said. An insurer's exposure to mortality experience can also offer valuable insights into setting and monitoring assumption, it added. As such, Optimum Pensions concluded that super funds should consider the ...

SMSF sector hit the reset button: Research

CHLOE WALKER  |  TUESDAY, 28 FEB 2023
... into SMSFs plummet by 60%. While it didn't take them long to bounce back, how they're used has changed. According to insights from Rainmaker Information, the self-managed super funds (SMSF) sector grew its funds under management (FUM) by 5.8% per annum ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... their business models as they broaden their remit outside of traditional of investment management and administration. Insights from Desktop Broker in the newly released paper, Advice trends and opportunities: 2023 and beyond, found that advisers are ...

Reporting season may prove dramatic: UBS

CASSANDRA BALDINI  |  TUESDAY, 14 FEB 2023
... ratio of Q4 beats neared a post Global Financial Crisis (GFC) low. "Extra focus will likely be on companies that provide insights into the rapidly evolving Aussie consumer and or housing dynamic," he explained. Schellbach concluded that the ASX200 is ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... management industry," suggests Netwealth's managing director Matt Heine. Heine said the white paper provided valuable insights into the investment habits and wealth needs of women in Australia. "It found that women have a strong understanding of the ...

The self-funded retiree is a misnomer: Institute

JAMIE WILLIAMSON  |  MONDAY, 6 FEB 2023
... the total cost of the Age Pension, with the think tank declaring the 'self-funded retiree' a misnomer. According to the insights, the annual cost of super tax concessions sits at $52.6 billion, while the value of the entire Age Pension program is $55.3 ...

NEOS Life expands in South Australia

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2023
... full-time basis. "Kirshan is committed to building strong adviser relationships in South Australia and providing valuable insights into the life insurance industry," NEOS Life said. WA/SA state manager Reon Botha will continue to manage both states.

Super funds must unlock diversification opportunities: HSBC

ANDREW MCKEAN  |  TUESDAY, 31 JAN 2023
... portfolios globally. "As super funds seek diversification opportunities, they'll face challenges in terms of knowledge and insights into local markets, including regulatory and operational risks," Wheeler said. "Additionally, liquidity in these markets ...

HUB24 launches new ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting metrics for selected managed funds as well as more than 350 Australian-listed securities. HUB24's new ...

HSBC eyes bigger slice of super pie

CHLOE WALKER  |  MONDAY, 23 JAN 2023
... The new partnership will see HSBC and AIST collaborate to help inform the latter's members of key industry trends and insights that can assist with international mandates, it said. It will also form an important platform for HSBC as it looks to increase ...