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Showing 151 - 160 of 3581 results for "Trend"

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... Meanwhile, just 48% are in favour of riskier returns compared to 66%. Given the volatility of the market, this is a common trend across other segments in this study. HVIs are now in line with non-HVIs when considering potential returns and risks making ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
New policy proposals, including indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser ...

APAC now most active region for VC: Data

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... of AUM for the same period which further strengthens expert opinions around the nation being underweight in VC. Another trend, Preqin pointed out is compared with other regions, VC investing in APAC comes with high returns as well as high risks, with ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
Valuations for financial advice firms have increased in the year to June, defying expectations that inflation and wider economic conditions would dampen demand and prices. The findings are based on Radar Results' latest data, which saw a 6% to 11% increase ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
Self-managed super fund trustees continue to shun the services of financial advisers despite the fact many concede they need expertise on regulation changes and investments. This is according to the latest Vanguard and Investment Trends 2023 SMSF Report ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... retirement finances is to either delay imminent retirement or re-enter the workforce if already retired, the report said. "The trend towards more flexible working in the wake of Covid, along with a worsening skills shortage, may make such a strategy ...

Cash rate hits 4.1%

KARREN VERGARA  |  TUESDAY, 6 JUN 2023
... mortgage holders, Mortgage Choice figures show that most borrowers were sticking to variable rates throughout the year. This trend continued in May. "Mortgage Choice home loan application data shows that over the month, 93% of borrowers chose variable ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... an approach we couldn't possibly hope to take without outsourcing key aspects of the process." Interestingly, the global trend of outsourcing investment capabilities extends from basic asset allocation and portfolio construction to the outsourcing of ...

Geoff Lloyd to chair Stake

ANDREW MCKEAN  |  MONDAY, 5 JUN 2023
Former Perpetual and MLC chief executive Geoff Lloyd has been appointed as chair of Stake. In October 2020, after a two-year tenure at the helm of MLC, Lloyd departed following the company's agreement to be acquired by IOOF. This period also marked ...

Active fund outperformance mostly short-lived: SPIVA

ANDREW MCKEAN  |  WEDNESDAY, 31 MAY 2023
... December 2020, the scorecard indicated that none were able to maintain their top quartile status over the next two years. This trend persisted even when the timeframe was extended to five consecutive years. The report also indicated a correlation between ...