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Showing 471 - 480 of 4600 results for "Survey"

Super members switching options amid uncertainty

CHLOE WALKER  |  WEDNESDAY, 28 SEP 2022
Finder's latest survey of superannuation fund members has revealed that 11% have switched to a more conservative risk profile in the past six months in a bid to safeguard their retirement savings. In total, this year has seen almost 20% of super members ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
... it's taking way too long for us to produce advice documents," she remarked. According to Financial Services Council (FSC) survey data, the average Statement of Advice (SOA) takes around 20 hours to produce. But, broken down further, the average Record ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... clients' best interests is one of the things Michelle Levy has proposed be removed under the Quality of Advice Review. Survey results also indicated that financial advisers are becoming more familiar with the value of accessing their body of theory. ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
... strategies, with 88% using them to boost client portfolios in Australia this year. The annual VanEck Australian Smart Beta Survey collected data from 650 Australian financial advisers and brokers; the average participant was a financial adviser with ...

Lack of transparency hindering access to financial services: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
LexisNexis Risk Solutions has revealed the results of its 2022 Financial Transparency and Inclusion Report, which surveyed banks, insurers and non-bank financial institutions across 13 countries and regions. According to the report, 69% of respondents ...

Continuity an increasing focus for family offices: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
Citi Private Bank has highlighted the increasing focus on family unity and continuity in its 2022 Family Office Survey. According to the survey, the primary focus of family offices across the globe delineates two main types - those centred mainly on ...

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... lost. Both will make it hard to preserve retirement savings and make it harder to attain a secure retirement." A separate survey recently conducted by Natixis IM found that 49% of advisers believe that underestimating the impact of inflation is the number ...

Top concerns of the rich revealed: Survey

CHLOE WALKER  |  WEDNESDAY, 14 SEP 2022
The latest Family Office Survey from Citi Private Bank's Family Office Group highlights major concerns around inflation, possible recession and geopolitical uncertainty. The 2022 Family Office Survey was completed by 126 family offices. Of the respondents ...

APRA to modernise regulatory frameworks

ANDREW MCKEAN  |  TUESDAY, 13 SEP 2022
APRA has outlined plans for its multi-year program to modernise the architecture of prudential standards for banks, insurers, and super funds. The program, which commenced last year, is intended to ensure the framework continues to underpin financial ...

Climate skills development needed: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2022
... understanding investment opportunities and scenario analysis. Despite having agreed these skills were important, the online survey found 63% believe they need to upskill on all of them. About 35% believe they have "all the climate skills required." The ...