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Showing 771 - 780 of 11294 results for "research"

'Alarming' figure in retirement research

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... one-in-five Boomers (19%) reported they would have between zero and $10,000 saved if they didn't have compulsory super. The research said "alarmingly" 15% of Australians reported they would have no retirement savings at all if they didn't have super. ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... on having achieved the peak level of qualification in financial planning." Palmer said the latest FAAA Value of Advice research found that CFPs achieve the highest recognition of the value of financial advice amongst consumers. "We are seeing more of ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... intended." Tribel has a network of accountants, advisers, and mortgage brokers located in offices nationwide. CoreData Research estimates that the intergenerational wealth transfer is around $4.9 trillion. This excludes $3.7 trillion of superannuation ...

Retirement calculators 'can't be counted on': SCA

ANDREW MCKEAN  |  MONDAY, 30 SEP 2024
While most superannuation funds opine that retirement calculators are key to helping members, research from Super Consumers Australia (SCA) has found they often fail to produce reasonable results. The consumer advocate reviewed the country's largest ...

Limiting negative gearing could add $2bn in annual revenue

ELIZA BAVIN  |  MONDAY, 30 SEP 2024
... year in revenue, while reducing the capital gains tax discount could be worth around $5 billion a year, according to new research from the Grattan Institute. This comes as Treasurer Jim Chalmers has said the Labor government wouldn't be making any changes ...

PineBridge brings flagship lifecycle fund down under

MATTHEW WAI  |  MONDAY, 30 SEP 2024
... "high quality" companies, which allows investors to construct a more consistent and diversified returns. It combines a research driven investment process and a risk management approach, PineBridge said. The firm differentiates companies' analysis ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... portfolio solutions for the managed account division. She also served as the Asia Pacific representative for the Mercer Research Ratings Review Committee. Before arriving at Mercer, she was part of the executive management team recruited to establish ...

Schroders launches high yield credit strategy

MATTHEW WAI  |  FRIDAY, 27 SEP 2024
... to head of fixed income Kellie Wood. "[She] has more than a decade's experience as a fund manager and a senior credit research analyst at Schroders and has been with the company since 2005. She is supported by a skilled local team with proven experience ...

Aged care costs begin to worry older Aussies

MATTHEW WAI  |  WEDNESDAY, 25 SEP 2024
Older Australians are increasingly seeking financial advice in relation to aged care costs, new research from Challenger and National Seniors Australia shows. According to the study, calculating aged care costs has become a dominant concern for older ...

Nudging pre-retirees has 'little effect'

ELIZA BAVIN  |  WEDNESDAY, 25 SEP 2024
... recommended super funds use 'nudging' to help encourage members to engage more with their retirement savings, however new research from Yale University in the US has found the practice doesn't work as well as initially thought. Yale University professor ...