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Showing 151 - 160 of 4365 results for "Survey"

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... increasing their assets under advice. About 43% of the 158 financial advisers based in the US expressed this sentiment in a survey conducted by Janus Henderson Investors and the Financial Planning Association. This impediment affects advisers' comfort ...

Family offices maintain a steady course: Goldman Sachs

CHLOE WALKER  |  WEDNESDAY, 10 MAY 2023
... offices have only moderately adjusted their asset allocations from 2021, according to Goldman Sachs' latest global survey of family offices. Informing their investment decisions, Goldman Sachs said respondents - 22% of which were located in Asia ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... 500 investors from the US, found that 64% prefer the services of the family adviser as opposed to seeking a new one. The survey also found that the next generation has multiple, competing priorities for their wealth in terms of personal, family and community-oriented ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... their expectations of life before retirement, but also reshaping expectations of what retirement means to them. Vanguard's survey of more than 1800 working and retired Australians aged 18 years and older found younger Australians are generally relatively ...

Industry funds gain ground in retirement asset battle: KPMG

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
Industry funds are gaining ground in the battle for retirement assets, with their market share increasing 2% between 2021 and 2022, challenging the retail sector's long-standing dominance in pension accounts. According to a KPMG report, although ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
... code. "The experienced pathway proposal has divided our profession, and our membership," it said. It said its most recent survey showed that 50.9% of members are supportive of a pathway, while 49.1% are opposed. However, the level of support would grow ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ...

Global investors look to strike gold: Study

CHLOE WALKER  |  FRIDAY, 28 APR 2023
As the price of metal goes up, professional investors around the world are set to boost allocations to gold and gold miners, according to new research by mining company Tresor Gold. The research collated in April surveyed investors responsible for $307.5 ...

Women growing super faster than men: Research

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
... superannuation balances are growing at a faster rate than men's, while ownership levels have also risen. Based on a survey of half a million participants, the research found that since 2012, the average super balance for women has grown faster at ...

Frontier Advisors tops asset consultant ranking

ANDREW MCKEAN  |  MONDAY, 17 APR 2023
According to the Peter Lee Associates survey of Australian institutional investors, Frontier has kept its place as the top asset consultant in the country. The Peter Lee Associates survey collected opinions from around 100 chief investment officers ...