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Showing 121 - 130 of 4366 results for "survey"

Time to diversify global alts allocations: Telfer

CHLOE WALKER  |  MONDAY, 24 JUL 2023
... need for a 'boots on the ground' approach. However, global diversification is very important, she said. "When we survey investors globally, we hear again and again that tension in geopolitics is the number one concern," she explained. "Also ...

Wealth management ecosystem at critical inflection point: Citi

ANDREW MCKEAN  |  THURSDAY, 20 JUL 2023
... private banks should focus on transforming their operational, technology and service models," the report said. Highlighting survey participants' preferred technology development strategy, 75% reported that they prefer to work with external parties. Though ...

Does ESG have a fiduciary issue?

ROSE MARY PETRASS  |  MONDAY, 17 JUL 2023
... ESG integration can be used to gain competitive advantage, according to Prequin. The investment data company's latest survey of limited partners featured in Preqin's ESG in Alternatives 2023 report revealed that there is no clear consensus on ...

CFA exam results begin to normalise

CHLOE WALKER  |  FRIDAY, 14 JUL 2023
... candidates realise their career aspirations and potential." Last month, the CFA Institute's Graduates Outlook 2023 survey found 75% of local university graduates are confident in their career prospects, up 10% from 2021. Among those most confident ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... advice profession during the year, registering for the first time on ASIC's database. Despite the bleak figures, a recent survey of 122 advice practices found that adviser profitability is rising. On average, revenue jumped from $1.1 million in 2021 ...

Advice firm revenues jump 45%

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... staff and a reduction in client numbers, financial advice firms saw revenues shoot up by nearly 50% from two years ago. A survey of 122 advice practices conducted by Business Health and Iress found average revenue jumped from $1.1 million in 2021 to ...

Young people 'locked out' of superannuation: ISA

ANDREW MCKEAN  |  TUESDAY, 11 JUL 2023
... deserve. How can we explain that young workers don't get super while an older colleague doing the same job does?" A UMR survey of 1075 people found near universal support for the payment of super for all workers - with 85% of respondents agreeing with ...

16% of asset managers to exit by 2027: PwC

ANDREW MCKEAN  |  MONDAY, 10 JUL 2023
The asset and wealth management industry is set to undergo seismic change in the coming years, according to a new report by PwC. The report, which surveyed 500 asset managers and institutional investors, forecast that 16% of asset and wealth management ...

Super fund satisfaction still poor: Report

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2023
While super funds' returns might have recovered, member satisfaction certainly hasn't. In fact, a new report shows it's fallen even further. The latest CSBA FEAL Superannuation CX Benchmarking report found 25% of members who had recently engaged with ...

Rising costs bite asset owners

KARREN VERGARA  |  MONDAY, 3 JUL 2023
The cost to do business for asset owners is becoming more expensive, as many report a 34% jump in fund servicing expenses over the last three years as they also grapple with lower management fees. The Investors' Costs and Fees report compiled by ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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Jason Huljich

JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
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