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Showing 581 - 590 of 4049 results for "Overall"

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... 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 ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... 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 ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... 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 ...

Income matters in 2023: Talaria

CHLOE WALKER  |  WEDNESDAY, 18 JAN 2023
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 ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... 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 ...

Don't miss out on deep value US stocks: GMO

CHLOE WALKER  |  THURSDAY, 12 JAN 2023
... 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 ...

World Bank warns of a sharp global growth decline

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
... 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 ...

GQG reports strong inflows

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... 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 ...

2023 will be better for bonds: Experts

CASSANDRA BALDINI  |  TUESDAY, 10 JAN 2023
... "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 ...

Don't call it a comeback: APRA on IDII

CHLOE WALKER  |  TUESDAY, 10 JAN 2023
... 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 ...