Search Results | Showing 1 - 10 of 434 results for %22Selecting Super%22 |
| | | ... portion of HNW advisers (62%) recommend alternative investments to their clients, they're exercising discernment in selecting "suitable candidates" for such strategies. One in four advisers cited clients' personal interest in this asset class as the ... |
| | | | ... Guiamatsia said. The report also revealed that a robust brand reputation is the foremost consideration for consumers when selecting a life insurance provider, ahead of advisory services and premium costs. Notably, 20% of policyholders intending to switch ... |
| | | | ... complex for older Australians and their families, includes obtaining an assessment from an aged care assessment service, selecting the right care provider, and determining the most appropriate funding method. A slew of costs to consider include accommodation ... |
| | | | ... understanding the underlying risks and key drivers of performance is important, which is why due diligence is essential when selecting a manager," Mackay said. Several indicators both here and overseas show that private assets have historically outperformed ... |
| | | | ... superannuation funds." Meanwhile, UniSuper head of portfolio analysis and implementation Dharmendra Dayabhai said: "When selecting a collateral manager, we looked at what other areas of our business would benefit and saw the potential optimisation advantage ... |
| | | | ... has the toolkit to effect that change is an important thing to get right." Barker agreed that there is a risk in not selecting a manager with the capability to execute technological transformation; nevertheless, he highlighted that it's not the only ... |
| | | | ... confirmed it is on track with the wind down of its asset servicing business, including helping its existing clients in selecting a new custodian. As part of an agreement, NAB Asset Servicing is referring some of its clients to Citi and giving its Australian ... |
| | | | ... in five SMSFs acknowledge that the prevailing economic conditions have had a significant impact on their approach in selecting investments; over a third indicated an increased allocation to cash and cash products. Meanwhile, direct share investments ... |
| | | | ... asset allocation process. Moreover, internal portfolio management teams offer valuable insights to the research for selecting external managers, he said. The internal debt team plays a key role as well, managing counterparty risk and unlocking additional ... |
| | | | ... underscoring the value of trustee education on the benefits of diversified asset allocations and the importance of individuals selecting into SMSFs appropriately based on threshold superannuation balances of more than $200,000," he said. |
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