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Showing 631 - 640 of 4104 results for "Overall"

Australians lack confidence in retirement: SSGA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... plenty of financial turmoil as well as industry change over the last few years, but it doesn't seem to have shifted overall retirement confidence in Australia significantly." "To me the survey suggests there are things both the industry and policy ...

Retirees feel the brunt of inflation: Challenger

CHLOE WALKER  |  TUESDAY, 24 JAN 2023
... "Analysis does reveal that the health component of the consumer price index (CPI) has been consistently higher than the overall CPI measure for the past 20 years, with the exception being the spike in overall inflation seen in recent months," the report ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... clients, he noted that the redemption rates for advised clients - which make up 90% of gross flows - remained steady. "While overall inflows are down on our record FY22, it's a good result given the material challenges we've experienced in the prevailing ...

Calastone reports sharp managed fund flow declines in 2022

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... investors regarding the direction of equity markets in 2022. ESG equity funds were called a relative bright spot amid the overall decline of investments, with net inflows falling by less than 20% compared to almost 75% for non-ESG counterparts. Australian ...

Salary inflation becoming S issue for ESG managers

RACHEL ALEMBAKIS  |  FRIDAY, 20 JAN 2023
... a real financial impact to poor safety outcomes too." Ausbil views health and safety issues as a lagging indicator of overall management quality issues, and will also use Glassdoor to gather information that feeds into other sources of analysis. "You ...

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 ...