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Showing 151 - 160 of 331 results for "Report shows"

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 ...

Chief economist update: This time is different

BENJAMIN ONG | WEDNESDAY, 7 FEB 2018

... believers. And believe they should, given the strong and strengthening US economic fundamentals. Factset's latest Insight report shows that in the current reporting season that, "with about 50% of S&P 500 constituents having reported, some 75% have beaten ...

Older Aussies failing to account for longevity risk

JAMIE WILLIAMSON | THURSDAY, 1 FEB 2018

... over-50s have made financial plans in anticipation of living longer, according to National Seniors Australia. A new report shows while 85% of over-50s surveyed are aware their life expectancy at age 65 has increased by about six years over the past three ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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