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Showing 121 - 130 of 1038 results for %22Insights%22

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 ...

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... bespoke investment strategies for clients. "The enhanced ESG functionality provides advisers with access to data-driven insights and metrics for selected managed funds and more than 350 Australian listed securities," HUB24 said. "This additional capability ...

CBRE Investment Management appoints APAC research lead

CHLOE WALKER  |  FRIDAY, 13 JAN 2023
... core funds and was based in New York. "Sandy has a breadth and depth of experience harnessing extensive data and market insights to help drive better portfolio solutions, investment outcomes and performance for our clients," CBRE Investment Management ...