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Showing 621 - 630 of 3942 results for "Trend"

Confidence in a 'comfortable' retirement nears lows

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
Pre-retiree confidence levels are reaching near historic lows, according to an Investment Trends report. Confidence levels have plummeted to 10-year lows in pre-retirees feeling prepared for their next stage of life, and only half cited they feel prepared ...

Super fund with highest customer satisfaction named

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
... Superannuation Satisfaction report shows an overall decline in super fund satisfaction, but several funds have bucked the trend. The report said that overall, funds scored a satisfaction rating of 67.9% in September 2022, a decrease of 2.8% from the ...

J.P. Morgan enters local ETF market

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2022
J.P. Morgan Asset Management kicked off its ETF business in Australia today, promising an alternative to the plethora of thematic offerings flooding the market. On the ASX today, the investment giant listed the JPMorgan Equity Premium Income Active ...

Women-led global equities teams outperform in downturn

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2022
... management teams have done a markedly better job against their style indices," Investment Metrics said. It added that a similar trend was seen in the 2018 downturn when the same index was down 8.9% over that calendar year. "At least in the near term ...

SMSF growth slows, allocations shift

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
... large exposure to cash, around 25%. Exposures to cash have since declined, though this is just a continuation of an existing trend - allocations to cash have been dropping since 2013 when they sat at 33%. Fixed interest, on the other hand, is growing ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
The Association of Financial Advisers (AFA) has reported an operating loss of $273,135, an improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). ...

Investment teams hire two men for every woman: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2022
... urge managers to contend with the lack of diversity within their teams and consider what more they can do to offset this trend. Only through openness and transparency can we improve the future outlook and progress towards building an investment industry ...

Australia among top 10 financially inclusive markets: Research

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
Australia has been ranked the seventh most financially inclusive market out of 42 around the globe. Principal Financial Group's Global Financial Inclusion Index, conducted by the Centre for Economics and Business Research, is built around three pillars ...

Former AUSIEX chief to join Investment Trends

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
Eric Blewitt will take over as chief executive of Investment Trends later this month, as Sarah Brennan becomes chair of the research house's newly established advisory board. Blewitt has over 25 years of experience leading wealth management and ...

Members stick with dud super funds

ANDREW MCKEAN  |  FRIDAY, 21 OCT 2022
... passed the test by a significant margin (at least 50 basis points), on average increased their fees 5.7%. "This is a worrying trend and shows the need to turn the heat up on funds that are clearing the minimum bar of the performance test," O'Halloran ...