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Showing 681 - 690 of 2799 results for "Analysis"

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... seen strong increases in funds under management over the year to March 2021, new research shows. Plan For Life's latest analysis of wraps, platforms and master trusts revealed the leading market players all saw a rise in FUM. BT took out the top spot ...

Demand soars for global equities ETFs

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
... equities exchange-traded funds, which took in nearly $5 billion in the first half of 2021. This is according to a joint analysis by the Australian Securities Exchange and Vanguard, which found that global equity ETFs were the asset class of choice for ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... advisers to calculate client-specific fees. Users of Morningstar Direct will have access to historical fees data for trend analysis and peer comparison, along with new views for easily analysing the composition of headline fees and costs. TCR measures ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... top-rated platform by financial advisers at 80%. Earlier in the year, Investment Trends Platform Benchmarking & Competitive Analysis Report saw HUB24 rank first for platform functionality with a total score of 89%, just beating Netwealth on 88.9%. Further ...

How likely is a super fund to fail YFYS test?

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUL 2021
... period, but some may need to dive a little deeper to determine how at-risk they are, Willis Towers Watson says. Following analysis, WTW senior director of investments Tim Unger said a product with a 10% probability of underperformance in any eight-year ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... "While platforms serve advisers well in many areas, there is still significant room for improvement. Our satisfaction gap analysis highlights that adviser-facing support services should be a focus area - especially the call centre," Hao said. "Since ...

QSuper, IFM bid for Sydney Airport

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... price traded before the pandemic," the Sydney Airport board said in a statement. "The boards are undertaking detailed analysis of, amongst other things, whether the proposal is reflective of the underlying value of the airport given its long-term remaining ...

SG rise to benefit 6.7m Australians: ISA

KANIKA SOOD  |  FRIDAY, 2 JUL 2021
... under-40 workers. By gender, 3.41 million women will receive the SG boost compared to 3.36 million men, according to ISA analysis of tax file data. "Young people will be the big winners from these increases and help those that raided their super last ...

Retail funds blitz personal-balanced options

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
... Retail superannuation funds delivered the best performance in the personal-balanced category in Rainmaker's latest analysis of MySuper funds. Wholesale personal super product - FirstChoice Wholesale Multi-Index Growth - returned 23.7% per annum in ...

IOOF hires from AustralianSuper

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... 15-year career at AustralianSuper in roles including head of group strategy and transformation and head of commercial analysis and insights, before becoming head of product and pricing in the member experience group at the fund. Earlier in her career ...