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Showing 1481 - 1490 of 2803 results for "Analysis"

Location, location, location: the key to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... members' future retirement incomes," the report reads. "The actual mix of strategies they choose will require a deep analysis of each fund's membership characteristics, leading to potentially different risk and return settings for default investment ...

Decumulation will drive investment focus shift: AXA IM

EMMA RAPAPORT  |  TUESDAY, 20 JUN 2017
... billion) assets under management benefitted from ESG-embedded policies, which includes first-level screening, scoring and analysis.

Millennials choosing stock market over housing market

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
... millennials, CommSec has halved online brokerage fees for small trades to make investments of $1000 or less more affordable. The analysis also shows that many younger investors demonstrate a fondness for blue chip stocks with more stable share prices ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... to compare and assess their technology usage to peers, and to drive their business plans and strategy. We believe this analysis and the findings are vital for advisers and the ongoing success of the AdviceTech industry," Heine said. Digital signature ...

IRESS to support boutique firm

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
... Acorn Capital was founded in 1998 and seeks to manage microcap portfolios based on structured fundamental investment analysis; makes full use of team expertise; and is professionally and academically rigorous.

Fiduciary rule introduced in United States

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... will not be pursued by the Department of Labor if they are seen to be acting in good faith to adhere to the new rule. Analysis of the impact of the final rule provided by the Department of Labor in April 2016 read: "Adviser conflicts are inflicting large ...

Quant not active management blasphemy: Robeco BP

ALEX BURKE  |  TUESDAY, 6 JUN 2017
Quantitative analysis can play a role in bottom-up active management despite its detractors, according to Robeco Boston Partners senior analyst Daniel Farren. Speaking to Financial Standard, Farren referenced the "three circles" philosophy Boston Partners ...

Super funds must do more digitally

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
... said that business case was the biggest impediment to implementing digital advice strategies. Ison explained that early analysis of retirement savings of members engaged with digital advice showed about 70% are tracking comfortably toward ASFA's Retirement ...

Elders gives back to advice community

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
... dealer group has accumulated, the roadshow is open to representatives of all licensees. "We recently conducted an external analysis of our organisation and feedback from this exercise concluded that we had amassed some of the most talented experts in ...

IRESS partnership aids RG 97 compliance

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2017
... compliant. Clients of both IRESS and global financial technology company ITG will benefit from a faster and more comprehensive analysis of trading costs. Clients are faced with increasing demands for trading cost analysis from internal groups, regulators ...