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Showing 571 - 580 of 3942 results for "Trend"

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
The NASDAQ-listed group that owns Escala Partners and several other local advice businesses has been acquired by a private equity firm for more than US$7 billion. Focus announced at the beginning of February that it was considering an offer to be acquired ...

Bridgewater to restructure, pushes for global expansion

ANDREW MCKEAN  |  THURSDAY, 2 MAR 2023
... necessary to free up resources and cut costs as the firm moves towards a more offensive strategy. This move is part of a larger trend in the financial sector, as firms look to cut costs and adjust to a turbulent macroeconomic environment. Many financial ...

UHNWs wealth in decline: Report

CHLOE WALKER  |  THURSDAY, 2 MAR 2023
... more than 200 countries and territories. Although four in 10 UHNWIs saw their wealth increase in 2022, the overwhelming trend was negative. "The fall in wealth is unsurprising given the dramatic pivot in monetary policy that culminated in the worst performance ...

Australian dividends surge in 2022: Report

CASSANDRA BALDINI  |  WEDNESDAY, 1 MAR 2023
... income Jane Shoemake. "Global dividends have completely caught up after the pandemic, with payouts back to their historic trend. This is an amazing achievement given the extent of economic disruption caused by COVID-19." Janus Henderson said it forecasts ...

The traditional CFO is no more: Study

CHLOE WALKER  |  WEDNESDAY, 1 MAR 2023
... perceived to be key in creating or maintaining a competitive advantage (44%), financial forecasting (42%), and business-wide trend forecasting (41%). When it comes to recruitment, finance teams are now prioritising technology skills over financial experience. ...

Poor financial literacy worsens underinsurance problem

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... for education levels ranging from Year 12 completion to bachelor level, according to ABS statistics," MetLife said. "This trend in financial illiteracy further exacerbates financial vulnerability and highlights the need for protection. But ironically ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
Economic uncertainty is forcing financial advisers to rethink their business models as they broaden their remit outside of traditional of investment management and administration. Insights from Desktop Broker in the newly released paper, Advice trends ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
HUB24 has stolen the crown from Netwealth and reclaimed the top spot for overall platform functionality. Investment Trends released its 2022 Platform Benchmarking and Competitive Analysis Report and said HUB24's overall score of 91.5% just edged ...

Dataset to ease policy planning for ageing population

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
... workers' expected age of retirement is the oldest it's been since the early 1970s, with highly educated workers driving the trend into later retirement. According to the dataset, and assuming an age of 45 in 2022, the expected retirement age for men ...

Equity Trustees records solid 1H23 result

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
... appointments from Super Simplifier and Raiz. Total members now sit at about 590,000. "FUMAS and revenue remain on a steady upward trend, demonstrating the strength of our core business and our leadership in trustee services across Australia," managing ...