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| | | ... and offer that to their end investor. "That's a huge benefit, which allows them to enhance their value proposition overall." A recent study by State Street Global Advisors revealed 88% of investors said their adviser was able to focus on "what matters ... |
| | | | ... compliance and technical competency. He said legally obligating CPD for paraplanners makes sense, as it would ensure a higher overall quality of advice across the paraplanning community. On the subject, Financial Planning Association (FPA) chief executive ... |
| | | | ... provide action steps to improve the probability of achieving it. The study found that advised pre-retirees report better overall wellbeing compared to unadvised pre-retirees. Advised pre-retirees say they live more consistently within their values, are ... |
| | | | The importance of income in investment portfolios as a proportion of overall returns will be magnified as we head into 2023, according to Talaria Asset Management. The firm's co-chief investment officer Hugh Selby-Smith said that global markets are ... |
| | | | ... testing may be impacted. "The eligibility rules and concessions for the Age Pension have evolved over time," Howard said. "Overall, social security measures for senior Australians can be complex, so any updates to the regulations can result in the need ... |
| | | | ... attractiveness for deep value. "While the cheapest 20% of "standard value" portfolios do tend to be lower quality than the overall market, that is much less true for the other versions of value if you don't want the sector biases that the raw deep ... |
| | | | ... commented: "Subdued investment is a serious concern because it is associated with weak productivity and trade and dampens overall economic prospects. Without strong and sustained investment growth, it is simply impossible to make meaningful progress ... |
| | | | ... billion in 2021 and US$88 billion 2022. In an ASX statement, GQG said: "Given global equity market returns, combined with overall industry net outflows in 2022, we are pleased that we have been able to withstand these pressures and continue to deliver ... |
| | | | ... "First, while they may have become more common over the last 15 years, municipal defaults and bankruptcies remain rare overall," it explained. "Second, muni bonds continue, on average, to be highly rated compared to corporates." Growth in green bonds ... |
| | | | ... COVID-19 remain and APRA anticipates more claims will come as the longer term impacts of COVID-19 are felt and understood. Overall, APRA said, the industry continues to forecast future losses (albeit less than previously), showing that there is still ... |
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