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Showing 541 - 550 of 11288 results for "research"

Mantis to distribute new micro cap offering

JAMIE WILLIAMSON  |  THURSDAY, 17 APR 2025
Mantis Funds has secured a distribution deal with Balmoral Investors, taking its micro cap strategy to market. Mantis Funds will distribute the Balmoral Investors Micro Cap Fund to wholesale investors, offering access to quality ASX-listed micro caps ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... outcomes, with 55% of pre-retirees who changed investment options after receiving guidance feeling more prepared. Other research from Russell Investments has also found that Australians who received financial advice were, on average, 5.9% better off ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

Webull launches SMSF account offering

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... tend to underperform industry and retail funds after expenses and tax. The SMSF Association, however, which commissioned research from the University of Adelaide, begged to differ. Its research found that SMSFs with a diversified asset allocation see ...

Short-term noise reinforces long-term investment thinking: ART

KARREN VERGARA  |  FRIDAY, 11 APR 2025
... fare next month or the month after, or how they might perform over the next six or 12 months. We focus a lot more of our research effort and portfolio management thinking on how the world and how asset classes are likely to evolve over the next five ...

Aware Super names portfolio and construction lead

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... Aware Super's 1.15 million members. This team is responsible for capital allocation, portfolio construction, manager research, and risk oversight within the equity asset class. It is one of three teams reporting to Agnes Hong, the head of public ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... clients and businesses." The promotions come as Grace Szeto was appointed head of real assets within WTW's manager research team. Szeto has covered real assets since she joined the consultant four years ago. Her promotion follows the departure of ...

American Century appoints local sales VP

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... us to better serve those in the region, Clapham said. American Century is controlled by Stowers Institute for Medical Research - a non-profit organisation established by the founder of ACI that spends around 40 per cent of the asset manager's profits ...

Paying more fees doesn't speed up superannuation death benefit payouts

ANDREW MCKEAN  |  THURSDAY, 10 APR 2025
Paying higher superannuation fees doesn't equate to getting death benefits paid out faster, according to research by Super Consumers Australia (SCA). In the wake of a review by ASIC into death benefit claims handling practices of superannuation trustees ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... provide greater value over time, but it does not guarantee retention of their client base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. The targeted audience ...