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Showing 301 - 310 of 1278 results for "Insights"

Private credit boom sweeps Australia

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
... credit investors, Asia Pacific accounts for just 6% of the global market, Preqin head of APAC and valuations, research insights Angela Lai said. "It is a very small market share, and within that if you talk about funds that invest only in Australia ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... research company Censuswide to conduct a study of 2000 adult Australian consumers to gain both quantitative and qualitative insights into what legacy means to them, their financial goals, the financial vehicles and assets they believe will help them ...

TAL offers super funds financial literacy tools for employers

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2023
... could be leveraged to benefit their workers. TAL general manager, industry fund partnerships Dan Taylor said the research insights could support superannuation fund partners to have more meaningful engagement with employers, by providing practical solutions ...

Aussie investors tighten purse strings: Survey

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
... the last six months, according to HSBC's latest investor survey. The second iteration of the group's Investor Insights Survey found that 76% of investors have repositioned their portfolios to be more conservative of late, while also using less ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... WealthLeaders eXchange, our vision is to create a dynamic platform that empowers leading advisers to exchange ideas and insights, ultimately raising the bar for best practices in our industry." The platform is guided by the belief that financial advice ...

Family offices feeling optimistic about 2024

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... notwithstanding concerns about inflation and geopolitical strife. According to Citibank's Global Family Office Survey Insights 2023 report, nearly all respondents (95%) are expecting positive portfolio returns in 2024, with over two-thirds anticipating ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... firm's offerings are set to grow and widen with a Swiss base, and I'm excited to bring all the experience and insights from my "on-the-ground" work here," Canion said.

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... opportunities that enhance the experience for advisers on the North platform." North recently partnered with Sandstone Insights to provide advisers research on ASX stocks and equity market commentary.

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... Australia's Perks Private Wealth to its books, advising the firm's investment committee. In addition to research and market insights, Frontier will also provide independent oversight of the firm's governance structure and offer its advisers access to ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... scenario," it said. Out of those surveyed, 41% said the use of AI and big data has helped their firm gain additional insights that have led to better product services. Over the next five to 10 years, respondents predicted alternatives, including liquid ...