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Showing 431 - 440 of 4648 results for "Survey"

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
According to new data, the nation is swapping out the dream of a white picket fence for the dream lifestyle and combating the cost of living with strengthening financial literacy. Insignia Financial released its inaugural Financial Freedom Report, conducted ...

Super funds must prioritise member experience: Consultant

ANDREW MCKEAN  |  WEDNESDAY, 17 MAY 2023
... personalised, relevant, integrated, easy-to-use, and secure," he said. As far back as 2014, an ASFA/PwC Superannuation survey found that members want their funds to anticipate their needs, educate them, and help them to make informed decisions. Bathi ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
The superannuation industry is witnessing a 13-year peak in members' intention to switch funds, according to the latest Super member engagement report by Investment Trends. The report revealed that this surge in switching intention aligns with a substantial ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... increasing their assets under advice. About 43% of the 158 financial advisers based in the US expressed this sentiment in a survey conducted by Janus Henderson Investors and the Financial Planning Association. This impediment affects advisers' comfort ...

Family offices maintain a steady course: Goldman Sachs

CHLOE WALKER  |  WEDNESDAY, 10 MAY 2023
... offices have only moderately adjusted their asset allocations from 2021, according to Goldman Sachs' latest global survey of family offices. Informing their investment decisions, Goldman Sachs said respondents - 22% of which were located in Asia ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... 500 investors from the US, found that 64% prefer the services of the family adviser as opposed to seeking a new one. The survey also found that the next generation has multiple, competing priorities for their wealth in terms of personal, family and community-oriented ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... their expectations of life before retirement, but also reshaping expectations of what retirement means to them. Vanguard's survey of more than 1800 working and retired Australians aged 18 years and older found younger Australians are generally relatively ...

Industry funds gain ground in retirement asset battle: KPMG

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
Industry funds are gaining ground in the battle for retirement assets, with their market share increasing 2% between 2021 and 2022, challenging the retail sector's long-standing dominance in pension accounts. According to a KPMG report, although ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
... code. "The experienced pathway proposal has divided our profession, and our membership," it said. It said its most recent survey showed that 50.9% of members are supportive of a pathway, while 49.1% are opposed. However, the level of support would grow ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ...