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Showing 741 - 750 of 1630 results for "Study"

Physical health inspires financial health

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... should look to the local golf course with research showing golfers are most likely to seek financial advice. The latest study from AMP reveals golfers (57%) and cricketers (51%) are more inclined to seek out financial advice, with golfers also ranking ...

Financial services employees want digital strategy input: Research

KARREN VERGARA  |  TUESDAY, 26 SEP 2017
... strategies, and seeking to personalise and enhance customer experience while identifying efficiencies across the business, the study noted. But many workers said managers and senior leaders keep them out of the loop when it comes to digital strategies ...

Lazy LIF planning means advice businesses at risk

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... prepared for impending changes to remuneration to be brought by the Life Insurance Framework taking effect in January 2018. A study of 200 risk advisers commissioned by Zurich found about 65% remain unsure as to the types of life insurance remuneration ...

Finalist feedback on future of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
... added: "Some of them have come into advice from a different angle but they are fully expecting that they will be doing more study and are more than happy to do so if it means ensuring a high standard that will define the profession in the years to come." ...

Ethical investing fruitful for income investors

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
... in global equity dividend strategies can do so without forfeiting income, according to AXA Investment Managers. A recent study by the firm shows carbon is heavily tilted towards utilities and materials stocks - two with high average dividend yields - ...

UK asset consultants face competition scrutiny

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... in this sector, hence creating barriers to expansion for smaller, newer consultants. In its final Asset Management Market Study report released in June, the FCA identified these concerns, namely how incumbents have relatively high and stable market shares ...

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... the SMSF were greater than the average contribution. The 1% per annum imputed investment return for 2016 for SMSFs in our study compares to a 2.9% per annum return for APRA regulated superannuation funds over the same period," the report reads. The findings ...

Setting the active record straight

ALEX BURKE  |  MONDAY, 18 SEP 2017
... principles: first, the survivorship bias correction. This means that while funds may be liquidated or merged during a period of study, these funds are still included. S&P explains this by saying that "unlike other commonly available comparison reports ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... line-up of presentations, which this year featured tandem speakers of a managed accounts expert and a financial adviser's case study. The Fold Legal managing director Claire Wivell Plater kicked off the day with a well-rounded overview of the regulatory ...

The rise and impact of insurtech

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... tech-savvy respondents ranked the computer as the most important touchpoint for all insurance transactions. However, the study shows that consumers still value their long-held relationships with incumbents, citing security and fraud protection (45.9%) ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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