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Showing 191 - 200 of 4608 results for "survey"

Private equity, real estate spearhead unlisted assets demand

KARREN VERGARA  |  FRIDAY, 22 NOV 2024
... returns over the next five years compared to other private markets asset classes, a new report from IFM Investors shows. The survey of 700 global institutional investors found that private equity and real estate are the most popular unlisted assets that ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... participants who use a single software platform were quicker at producing every type of advice document measured in the Index survey. Compared to the benchmark, the top performing advice practices were 45% faster at producing basic SOAs, 48% faster at ...

Australians satisfied with super performance: ASFA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2024
New research from the Association of Superannuation Funds of Australia (ASFA) finds most Australians are satisfied with the returns their super fund is delivering, with only 6% deeming their fund's performance poor. Surveying 1500 adults across ...

Lack of action on menopause driving gender inequity

JAMIE WILLIAMSON  |  MONDAY, 18 NOV 2024
... Further, 69% are lacking confidence about retirement, and 70% are expecting to delay their retirement as a result. Across all survey respondents, 45% said their superannuation balances have been negatively impacted. This is driven by the fact many experiencing ...

Wages grow 3.5% for the year

ELIZA BAVIN  |  WEDNESDAY, 13 NOV 2024
The Wage Price Index rose 0.8% in the September quarter and 3.5% for the year, according to the latest data from the Australian Bureau of Statistics (ABS). ABS head of price statistics Michelle Marquardt said this was the first time annual wage growth ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... Nearly one third of HNW investors want to diversify into alternatives but their platforms make it difficult to do so, a survey conducted by CoreData and Praemium between August and September found. Nearly one third (30%) of financial advisers focused ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... 60 and above - primarily retired, and predominantly male, according to VanEck. The investment manager's annual investor survey, which included over 3500 respondents, found that 40% of those who use a financial adviser are retired, with men making up ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... Mass adoption, approaching mass adoption, mature but not mass adoption, high potential adoption, and niche adoption. The survey of 300 advice firms also found that Xplan remains the dominant supplier of planning and modelling software to advice businesses ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... launched after the super fund identified a gap at the household level under the Advice Essentials offering. "Following a survey of our members it became clear that they wanted Cbus to provide this service because they trust their fund and the fees associated ...