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Showing 281 - 290 of 2797 results for "Analysis"

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
... understanding of risk was either recorded at a high level, inconsistently or not supported by the information on file expenditure analysis was not recorded or completed so it was not clear what the minimum income need was or what proportion were essential ...

Listed companies drive economy's momentum: ABDO

KARREN VERGARA  |  THURSDAY, 21 MAR 2024
... This is to avoid idiosyncratic risk. Looking at the one-year forward valuation of the top 100 listed stocks, Bruce's analysis calculates it to be roughly 15x, which is about the long-term average. Furthermore, he found that within the market "there is ...

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... the index - such as investment grade credit." Additionally, the report found that for investment grade credit, closer analysis revealed active managers took a more pro-credit-risk stance against the benchmark. "This can be illustrated, for example, by ...

Policymakers face significant challenge in regulating AI

ELIZA BAVIN  |  TUESDAY, 19 MAR 2024
... track record of regulation suggests one major risk is a rush to action, without the benefit of rigorous cost-benefit analysis and a firm understanding of how the technology is evolving. As often occurs, regulators would inflict a lot of harm in their ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights the struggle ...

Coalition's super for housing scheme slammed

ELIZA BAVIN  |  TUESDAY, 12 MAR 2024
... home deposit could see property prices rise by nearly $75,000 across Australia's five largest capital cities. The analysis from SMC comes as the Senate economics committee prepares for a hearing into consumer experiences and choices in the retirement ...

Pendal shutters costly equity fund

KARREN VERGARA  |  MONDAY, 11 MAR 2024
... preference shares that offer above average income returns and may also hold cash and may use derivatives, Morningstar's analysis read. Minimum investment amount was $500,000. Portfolio manager Jim Taylor has overseen the fund since its 8 January 2003 ...

Female fund managers boast 1.2% alpha

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
Female fund managers generate 1.2% alpha on average compared to the broader population, a new analysis from Morningstar shows. The assessment of 62 portfolio management teams led by women were able to achieve 0.89% in alpha annualised over five years ...

Alex Dunnin bids farewell to Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
... surveys. This followed three years with the Department of Veterans Affairs as a statistics officer, undertaking demographic analysis of veterans, including morbidity and mortality. In 1998, he joined forces with Rainmaker Group managing director Chris ...

'About bloody time': Industry responds to PPL super reform

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
... retirement future and go some way to address the gender super gap," she added. For its part, the Super Members Council said analysis shows the gender super gap is narrowing, however things are going backwards for women in their 30s. This is primarily ...