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Showing 631 - 640 of 4050 results for "Overall"

Advised Aussies better off on all fronts: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2022
... connected with others, and even feel healthier. It's a virtuous cycle of increasing quality of life," the research reads. Overall life satisfaction for advised clients is 7.3 out of 10, compared to just 6.4 for those unadvised. In terms of financial ...

Throw out financial services law clutter: ALRC

ANDREW MCKEAN  |  WEDNESDAY, 5 OCT 2022
... to a house, it would be a large and disordered one. A house in which new annexes have been added with little thought to overall design, and in which objects are scattered and hidden, with little regard to how they may be found in the future. In short ...

Ray Dalio bows out of Bridgewater

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... officer mentor. The co-chiefs explained Dalio stepped back from management in 2017 to mentor the up-and-coming leaders but overall, the transition wasn't easy. "We didn't always agree, but together, we've now finished something that very ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... power Lumiant's financial data collection and aggregation, allowing clients and financial professionals to see the overall net worth of a household in one place. "Advisers can now better define specific financial goals for their clients and use that ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... are in fact providing good advice, thus there are enough regulatory guidelines to roll back to for consumer protection." Overall, she felt optimistic that the industry may be steps away from delivering affordable digital advice and applauded Levy for ...

Members want super funds to adopt crypto: Survey

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... that's often brought up regardless of the evidence provided," Mohan said. It's a narrative we need to break, he stated. Overall, Mohan perceived that volatility and historical narratives were the two biggest extinguishers of institutional int ...

GQG Partners rolls out dividend income fund

CHLOE WALKER  |  THURSDAY, 29 SEP 2022
... report that it believes GQG's collective experience and unique structure is a key point of difference relative to peers. "Overall, we view Jain as an impressive and insightful investor whose oversight is critical to the overall success of the fund and ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... Netwealth's 2022 AdviceTech Report identified niche technologies and those growing in popularity by AdviceTech Stars and firms overall. It explained that AdviceTech Stars lead the way in both technology adoption and business performance. "They've found ...

Super members switching options amid uncertainty

CHLOE WALKER  |  WEDNESDAY, 28 SEP 2022
... conservative option, while 9% switched to a more aggressive product. Just 7% of Baby Boomers made a change to their risk profile. Overall, 81% of respondents have not touched their super investments in the past six months. Finder superannuation expert ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... area and that's not what they say, they describe it as 20 years of issues coming up in the industry," he says. "It's overall positive, what I'm hearing and there's a couple of initiatives that we've put into place." Anderson highlighted ...