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Showing 11 - 20 of 39 results for "Irene Guiamatsia"

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
... cohort, 41% saw growth in practice revenue in 2023, compared to 39% in 2022. Investment Trends head of research Irene Guiamatsia said it's encouraging to see the positive business outcomes advisers are experiencing and explained on average, new client ...

Online investor numbers dip as cost-of-living bites

CHLOE WALKER  |  FRIDAY, 4 AUG 2023
... shares or ETFs in the 12 months to May, down from 1.51 million six months ago. Investment Trends head of research Irene Guiamatsia said the primary cause of the decline is a remarkable surge in dormancy. Over 420,000 previously active investors did not ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... serviced by any single adviser appears to be slowly but surely approaching Dunbar's cognitive limit of 150, Irene Guiamatsia, head of research at Investment Trends said. "This renders considerations of scale, digital engagement and the broader role ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... superannuation system and continues to pose a great challenge for SMSFs," Investment Trends head of research Irene Guiamatsia said. "Our research tells us advisers are anticipating the indexation of the transfer balance cap as having the greatest impact ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... way for advisers to establish that conversation with SMSF trustees," said Investment Trends head of research Irene Guiamatsia. Advisers are well placed in playing the role of a financial coach and strengthening investors' financial literacy, she ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
... engagement levels (net intention increased by 16% in 2023, up from 12% in 2022). Investment Trends head of research Irene Guiamatsia said: "Amidst the superannuation sector experiencing dynamic transformational changes with Successor Fund Transfers ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... in some respects, compare favourably against some 'end-to-end' providers. Investment Trends' head of research Irene Guiamatsia said: "It's difficult to see how far this trend will continue. Many of the 'jobs' traditionally done by planning software (or ...

One in 10 adults interested in crypto: Report

CHLOE WALKER  |  FRIDAY, 17 FEB 2023
... fast-growing popularity of an asset class in existence for less than two decades," Investment Trends head of research Irene Guiamatsia said. Most local crypto users buy and sell coins on dedicated cryptocurrency exchanges, while only one in 10 take exposure ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... increasingly more are looking to protect their wealth against a market downturn," Investment Trends head of research Irene Guiamatsia said. "Correspondingly, demand for asset classes is evolving, with fixed income emerging as an area of particular interest." ...

Online investor numbers taper out: Report

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... ended in June 2022, down from 1.52 million for the year ended November 2021. Investment Trends head of research Irene Guiamatsia said: "The combination of interest rate rises, market downturn, and inflation have all contributed to this outcome." The ...