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Showing 471 - 480 of 2816 results for "Analysis"

Latest adviser exams see 57% pass rate

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
... knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam. Further analysis revealed by ASIC highlighted over 15,850 who passed are recorded as current financial advisers on ASIC's Financial Adviser ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ...

Frontier appoints head of equities

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... years, with chief executive Andrew Polson describing him as a wonderful member of the team who delivered outstanding analysis and insight for clients. "Having reached the 10-year mark at Frontier and having already moved to three days working a week ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... Janus Henderson. CFS said the expanded menu has been formulated in response to ongoing adviser feedback, including an analysis of 15,000 adviser interactions, engagement with research ratings houses, and monitoring of global and domestic macroeconomic ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
Research from Aware Super suggests members who access financial advice end up $150,000 better off in retirement compared to those that don't. From a sample of over 100,000 members, some of which received comprehensive advice, Aware Super found those ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... "duty of prudence must be based on factors that the fiduciary reasonably determines are relevant to a risk and return analysis and that such factors may include the economic effects of climate change and other ESG considerations," according to the DOL. ...

Super fund overhauls investment direction

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2022
... experienced rapid growth, "attracting a growing member base that will increase funds under management over time." Rainmaker analysis shows, as at June 30, it has $54 million in funds under management, up 59% year on year. Three quarters of this is invested ...

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
... at Morningstar- joined JANA in April 2021, reporting to Leaper. She provides clients with an independent and thorough analysis of investment managers and advice on implementing best-in-class governance frameworks. Earlier, she held several operational ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
Australian income equities were the top performing asset class in the 12 months to September end. Analysis by Rainmaker Information shows that while global market turmoil impacted all sectors, Australian income equities fared best with a median return ...

Factor investors increase allocations: Invesco

CHLOE WALKER  |  MONDAY, 14 NOV 2022
... to understand the potential impact of these targets on the risk and return of their portfolios, which is where factor analysis and implementation can serve to counter any unintended biases," he said.