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Showing 641 - 650 of 1637 results for "Study"

Poor tech derails financial services marketing: Study

MICHELLE BALTAZAR  |  MONDAY, 30 JUL 2018
... marketing technology poses more roadblocks for financial services marketers than competitor products or management buy-in, a new study shows. Yell Creative found 32% of the marketers they surveyed in their annual 'Australian Finance Marketing Survey' ...

Retirement planning is a personal responsibility

HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
... situation in retirement, with 45% saying they were not optimistic. Additionally, 38% surveyed in SSGA's global retirement study said their savings wouldn't get close to what they need in retirement. People approaching retirement were only a little less ...

ASIC unveils RG97 review

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... to be taken into account, the stakeholders said. One of the main recommendations involved ASIC undertaking a feasibility study into whether it, or another government agency could provide or support the development a publicly accessible, consumer-facing ...

Aussie retirees blindsided by cost of living: Schroders

HARRISON WORLEY  |  THURSDAY, 19 JUL 2018
... Sixty-one percent of retirees state they either don't have enough income or could do with more to live comfortably. Schroders' study examined detailed responses from 1200 Australians, and according to the investment manager a gulf exists between the ...

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... 20% of FINSIA's adviser members will leave the advice industry if they are forced to undertake additional postgraduate study. According to a survey conducted by the industry body in support of its submission to the Financial Adviser Standards and ...

Westpac ditches SMSF lending

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... following: direct shares (36%) cash and cash products (23%), managed investments (22%), direct property (12%) and other (4%). The study of 1096 SMSFs showed 82% agreed diversifying their SMSF is important but in practice many don't achieve it. The ...

Family offices maintain equity allocations: Study

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Latest research shows less than one-third of family offices are using quantitative models to determine asset class allocations and position sizes. At the same time, equity allocations remain unchanged. These are the key takeaways from the most recent ...

Sovereign investors change tack: Invesco

KANIKA SOOD  |  THURSDAY, 12 JUL 2018
... sovereign wealth investors are eyeing alternative investments and picking active management strategies over passive, the study showed. However, Western sovereign wealth investors are moving towards passive strategies. The average allocation to equities ...

Pre-retirees fear longevity risk: AustralianSuper

JAMIE WILLIAMSON  |  THURSDAY, 12 JUL 2018
... and its research partner Forethought interviewed 4700 Australians (including the 1500 pre-retirees) over three phases. The study found a majority of pre-retirees are expecting to work up to 10 years longer than those that have already retired and about ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... biggest worries. Meanwhile, 13.3% of respondents cited trust and transparency as a key issue. However, Garrett noted the study was conducted pre-Royal Commission. "I would expect that client concerns about fees, transparency and long-term returns would ...