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Showing 41 - 50 of 331 results for "Report shows"

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
A Fidelity International report shows that although most Australians feel obligated to share their wealth with future generations, a mere one in 10 have prepared a comprehensive estate plan. Drawing on nationally representative data by research firm ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... Two Gen Y already have or are likely to come into an inheritance or major financial support," the Value of advice report shows. "With the Baby Boomers reaching old age, the world is on the cusp of an unprecedented wealth transfer between the generations. ...

Advisers boost client portfolios 5.9%

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... This is where advisers draw on their essential interpersonal skills like empathy, caring and genuine curiosity," the report shows. This metric also looks at how advisers help clients achieve life-long goals and celebrate personal milestones, as well ...

Investing in research generates threefold economic output

ROSE MARY PETRASS  |  THURSDAY, 7 SEP 2023
... years of direct and indirect jobs will be created in Australia by the NCGP. ARC chief executive Judi Zielke said the report shows NCGP is value for money and delivers exceptional outcomes, with every $1 of research that the ARC funds generating $3.32 ...

Super tax concessions cost less than future Age Pension savings: Mercer

ANDREW MCKEAN  |  TUESDAY, 22 AUG 2023
... income earners costs less than the future Age Pension savings from super. The Mercer Rethinking super tax concessions report shows under a model where individuals benefit from superannuation tax concessions, they end up drawing a higher Age Pension as ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... a result, advisers are increasingly seeking greater efficiencies in technology, the 2023 Adviser technology needs report shows, and are willing to pay a premium to access such software. The average number of clients serviced by any single adviser appears ...

Super fund satisfaction still poor: Report

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2023
While super funds' returns might have recovered, member satisfaction certainly hasn't. In fact, a new report shows it's fallen even further. The latest CSBA FEAL Superannuation CX Benchmarking report found 25% of members who had recently engaged with ...

Aussie small caps, property funds in the red

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... macroeconomic conditions batter returns that ended up well in the red. Rainmaker's Wholesale managed funds April report shows that the property sector returned -10% p.a. on a median basis amid a tightening market. Many wholesale property managed ...

SWFs double in size, eye alternatives

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2023
... (SWFs) have doubled their assets under management in the last decade. Preqin's latest Sovereign Wealth Funds 2023 report shows AUM held by funds now totals US$10.4 trillion, as at March end. Notably, US$4.3 trillion of this is held by funds in Asia which ...

Family offices look to infrastructure for alpha

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... allocating to infrastructure and shunning more risky alternatives such as venture capital and hedge funds, a new BlackRock report shows. Infrastructure will be a pivotal alpha-generating strategy for family offices this year as half of the 120 US-based ...