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Showing 151 - 160 of 333 results for "Report shows"

Super fees outpace asset growth: Research

KARREN VERGARA  |  MONDAY, 13 AUG 2018
... the underlying assets being managed, latest research shows. Rainmaker Information's March quarter Benchmarking report shows members paid a total of $32 billion in super fees in the 12 months to 30 June 2018, rising 10% on the prior corresponding ...

The case for indexed annuity bonds

KARREN VERGARA  |  MONDAY, 30 JUL 2018
... in their best financial interests but also for the public good. The Investing Superannuation for the Public Good report shows indexed annuity bonds (IABs) can be an effective strategy to fund post-retirement consumption and help governments build infrastructure ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... and gained 20, netting to a lower client base and profitability, the 2018 Investment Trends Planner Business Model Report shows. According to the 899 financial planners surveyed, clients left based on three main reasons: high fees, the lack of value ...

Adviser performance data vital to remuneration

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... determine how advisers are tracking to key performance indicators and how the business is tracking to budget. The report shows it is common across most businesses to hold one-on-one meetings where an adviser requires extra coaching, motivation, guidance ...

Responsible investment now mainstream

ALEX DUNNIN  |  THURSDAY, 31 MAY 2018
... exclusions, RIAA chief executive Simon O'Connor said. In 2016 only 34% of funds reported such fund-wide strategies. The report shows that responsible investment implementation is still asset class specific. While 81% of funds reported implementing a ...

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... shares and property is sufficiently diverse, while 87% believe four or more asset classes are required. Finally, the report shows 89% of advisers believe product manufacturers and service providers can aid the process, with 56% saying illustrative tools ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... average of 12.4 hours per week on portfolio management tasks, according to research from NAB and Investment Trends. The report shows using a managed account structure shaves the most time off investment administration work, saving 105 minutes per week. ...

Norway dominates sovereign wealth funds

KARREN VERGARA  |  THURSDAY, 26 APR 2018
... portfolio propelling most of its US$1.06 trillion assets under management. Preqin's latest sovereign wealth fund asset report shows the sector reached US$7.45 trillion in the 12 months to March, marking a 13% increase year-on-year. The 78 active sovereign ...

MySuper growth leads industry

KANIKA SOOD, DARREN SNYDER  |  FRIDAY, 6 APR 2018
... and account for about one-quarter of Australia's $2.6 trillion superannuation system. Rainmaker's latest MySuper report shows the sector is growing at twice (19%) the pace of overall superannuation products (10%), even though MySuper's 12-month growth ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... now offered by HUB24, Netwealth and OneVue is also creating business efficiencies. "Our latest Planner Technology Report shows that advisers want the next generation of platforms to play a greater role in advice delivery, and many leading platforms have ...