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Showing 231 - 240 of 1635 results for "Study"

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... Nearly two out of three clients who will inherit family wealth tend to stick with their parent's financial adviser, a new study reveals. Nuveen's inaugural Wealth inheritor research study, which canvassed about 500 investors from the US, found ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... the longer they go without a retirement plan. Almost two in three working-age Australians (identified as those within the study who did not self-identify as retired) have never engaged a financial adviser to help map out their retirement strategy. Of ...

Wealth inequality divides Australia: Research

KARREN VERGARA  |  TUESDAY, 2 MAY 2023
Rich Australians who possess $1.9 million on average make up nearly two thirds of total household wealth, a new study finds. A new paper from the Actuaries Institute, Not a level playing field, examined the wealthiest and poorest 20% of the population ...

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 ...

Search funds beat VC, private equity returns

CASSANDRA BALDINI  |  THURSDAY, 20 APR 2023
... around a search fund model to facilitate EtA is not, professional search investor Pete Seligman says. According to a 2022 study conducted by Stanford Business, US search funds jumped in number by 190% between 2013 (20) and 2021 (58), and a total of US$776 ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... main barrier to seeking financial advice. However, the value of financial advice is well-documented. For example, a 2020 study by IOOF showed that advised individuals were more likely to achieve a comfortable retirement and feel more satisfied with their ...

ASX chief churn increases: Analyst

CASSANDRA BALDINI  |  MONDAY, 27 MAR 2023
... leadership coming in with a detailed transformation plan and a clear pathway for execution." She said A2Milk is a good case study, taken over by chief executive David Bortolussi at a time when border closures had disrupted the path to Chinese consumers. ...

Industry fund bags consecutive customer experience award

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
... December 2022, a total of 204 major Australian companies from seven sectors, including 16 super funds, were covered in the study. The results, comprising 11,038 independent assessments using 30 key customer-focused behaviours for each interaction, were ...

CFA Institute unveils major program overhaul

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
... have been introduced. The program has also introduced an improved digital badging strategy and has reduced the volume of study materials to ensure candidates can prepare for each exam in around 300 hours. Further, for the February 2024 exams, level one ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ...