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Showing 661 - 670 of 1637 results for "Study"

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
... about broader themes for robo-advice: gaining client trust, technological changes and fiduciary duty. A recent CFA Institute study found 80% Aussie retail investors trusted said they were more likely to trust financial advice from a human planner than ...

Adviser performance data vital to remuneration

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... where the advisers are required to formally present their recent activity and performance. Elixir said the results of the study demonstrate that in-depth communication significantly helps with adviser to understand their own contribution to the overall ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... advisers and planners. IOOF senior technical services manager Linda Bruce presented the audience with a challenging case study - calculate the capital gains taxes for a musician couple's business through a 25 year lifecycle. The audience had to make ...

AustralianSuper exec makes next top CIO list

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
An AustralianSuper investor is featured on a new list of 50 finance professionals whom recruiters say are currently the most coveted for chief investment officer (CIO) roles. The $129 billion superannuation fund's head of portfolio construction ...

Instos partner with Canadian government

JAMIE WILLIAMSON  |  THURSDAY, 7 JUN 2018
... investment management via an internship program for female university students in developing markets. For context, a 2015 study by Morningstar of the US funds management industry found that less than 10% of fund managers are female, with only 184 of ...

SMSFs missing out on returns

KANIKA SOOD  |  WEDNESDAY, 6 JUN 2018
... shares, 23% in cash and cash products, 22% in managed investments, 12% in direct property and 4% in other investments. The study showed 82% agreed diversifying their SMSF is important but "in practice many don't achieve it." The cohort that thought ...

Life insurer early intervention a win: Research

KARREN VERGARA  |  WEDNESDAY, 6 JUN 2018
... allowing life insurers to provide intervention and rehabilitation treatment for thousands of Australians each year. The study, conducted by the Financial Services Council with the help of Cadence Economics, analyses the potential advantages of overhauling ...

Insurtechs must work with incumbents: EY

KANIKA SOOD  |  TUESDAY, 22 MAY 2018
... insurtechs are more of a complementary addition to the existing insurance value chain than disruptors, according to a new study by Ernst & Young. EY's report Insurtech: Enabler or disruptor? was produced in collaboration with insurTech Australia. It ...

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... actually constitutes diversification, he said. Despite almost all advisers recognising the importance of diversification, the study found 62% struggle with diversifying their SMSF client portfolios, in comparison to non-SMSF client portfolios. Maroney ...

More adviser participation needed to shape ethics code

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
... could also engender mistrust between friends and colleagues, he said. "This code will be more than the subject of compulsory study, it will be an enforceable set of standards that advisers will have to abide by. The time to help mould this important ...