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Showing 121 - 130 of 4590 results for "Survey"

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... them to take greater control of their portfolios. EY regional wealth and asset management leader Rita Da Silva said the survey suggests that Australian investors continue to value strong relationships with their wealth managers. "Locally, our robust ...

Cost-of-living, unaffordable advice fuels financial stress: Surveys

KARREN VERGARA  |  MONDAY, 26 MAY 2025
... struggle with the cost-of-living crisis and do not know the best place to seek financial advice, new surveys reveal. One survey from MLC conducted by McCrindle found that only one third (34%) of participants feel confident about managing their finances. ...

Licensees slash compliance spending: Survey

KARREN VERGARA  |  WEDNESDAY, 7 MAY 2025
An alarming number of licensees are spending less on compliance, a new survey from Holley Nethercote shows, but a slew of reforms slated within the next 18 months could catch them off guard. Out of the 179 AFS Licensees and 29 credit licensees surveyed ...

The top Australian small-cap fund, year after year

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
... category, topping the Australian small-cap fund rankings across all timeframes, according to the latest Mercer investment survey. The fund has returned 39.6% over one year besting the median fund's 3.5% return and S&P/ASX Small Ordinaries benchmark's ...

Finfluencer failed to disclose paid promotions, says regulator

JAMIE WILLIAMSON  |  WEDNESDAY, 30 APR 2025
Days after research from the Ontario regulator found those who make financial decisions based on finfluencers' recommendations are 12 times more likely to be scammed, a Canadian finfluencer was busted for failing to disclose sponsorship of content and ...

Work from home saves employees $5308

ELIZA BAVIN  |  WEDNESDAY, 30 APR 2025
... Australia (CEDA) found. CEDA analysis of the latest data from the Household Income and Labour Dynamics in Australia (HILDA) survey found people who work from home commuted on average 15.7% less than if they worked in an office. "This confirms what many ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... equity fund manager has run circles around its rivals over the year to March, according to Mercer's most recent investment survey. The Forager Funds Management Australian Shares Fund returned 21.7% before fees, outperforming all 123 investment products ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... number say that investment performance is a driving force when it comes to partnering with a managed accounts provider. The survey of 460 financial advisers also found that fees are a top concern for 55% of off-the-shelf users, compared to 27% for custom ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

NGS Super to launch lifetime income product

MATTHEW WAI  |  TUESDAY, 15 APR 2025
NGS Super has partnered with Challenger to provide guaranteed lifetime income for members. The agreement will give the super fund's 32,000 members aged over 55 "greater certainty" through blending an account-based pension with a guaranteed, regular ...