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Showing 521 - 530 of 3942 results for "Trend"

Active fund outperformance mostly short-lived: SPIVA

ANDREW MCKEAN  |  WEDNESDAY, 31 MAY 2023
... December 2020, the scorecard indicated that none were able to maintain their top quartile status over the next two years. This trend persisted even when the timeframe was extended to five consecutive years. The report also indicated a correlation between ...

Investors flock to conservative ETFs: Podcast

CASSANDRA BALDINI  |  THURSDAY, 25 MAY 2023
... seeing money really go into these sorts of products as well." Leaning toward conservative investment isn't the only trend Brycki has noticed - recent volatility has caused demographics to shift also. "There has been a shift from younger investors ...

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
A new superannuation and investment analytics firm has officially launched, with a few familiar faces at its helm. In the works for some time, Jefferson & Shea Analytics brings together David Braga, Raewyn Williams and Peter Murphy, and offers a fee ...

Consulting triopoly dominates NFP super

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2023
... consultants, including specialist consultants for certain asset classes. JANA has been the biggest beneficiary of the consolidation trend, with its largest super fund clients being Australian Retirement Trust, AustralianSuper, Hostplus, and Rest. It's ...

MySuper inches to $1tn

KARREN VERGARA  |  WEDNESDAY, 24 MAY 2023
MySuper assets have reached a new high of $964.5 billion thanks to the mandatory increase in superannuation contributions and market recovery. The year to March saw MySuper assets grow 5.1% to surpass the previous high reached in December 2021 of $947 ...

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... investigating Australians' readiness for retirement and the impact of professional financial advice, revealed a concerning trend; as Australians approach retirement, their confidence in having adequate funds drops. Over half of the Baby Boomers and 38% ...

Top ETF megatrends: Global X

ROSE MARY PETRASS  |  FRIDAY, 19 MAY 2023
Investors are poised to benefit from long-term investments in the minerals and technology needed to reach net zero, a global ETF provider has revealed. Global X ETFs Australia outlined the major exchange traded fund (ETF) investment megatrends - highlighting ...

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
One year since ASIC forced finfluencers to obtain a general advice licence or else, finfluencers playing by the rules are reaching financially illiterate and disengaged Australians in a way that traditional advice has failed to. Finfluencers backed ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... Travers works with advisers, he urges them to limit their services to one or two that they can deliver per year. The second trend he observes is the way that product providers receive consent. "I can see how it happened, but the fee consent process with ...

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 ...