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Showing 801 - 810 of 1283 results for "Insights"

SMSFs: Low balance, low satisfaction

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... superannuation funds dropped in the last 12 months, particularly for those with a balance of less than $250,000. Latest insights from Roy Morgan show that while satisfaction with the financial performance of SMSFs is down across the board at 82.7%, those ...

KPMG acquires customer experience fintech

HARRISON WORLEY  |  MONDAY, 30 JUL 2018
... for our venture. It is just over a year since CBMA was formed, off the back of our acquisition of Acuity Research and Insights. And it's been a massive success. CBMA is producing some stellar results for clients, and enjoying strong double digit growth," ...

Life insurers cautious about My Health Record

HARRISON WORLEY  |  MONDAY, 30 JUL 2018
... on the customer's personal circumstances," Phillips said. Phillips added the data could potentially help insurers gain insights into prevention and claims support programs, but echoed MetLife in stressing TAL's access to My Health Record data would be ...

Industry fund grows advice access

HARRISON WORLEY  |  WEDNESDAY, 25 JUL 2018
... pension members understand how long their pension is likely to last. Media Super said the new site would provide real-time insights and help members understand what the personal advice provided means to them, guiding members to take positive action against ...

Custodian strengthens front-office with $3.5 billion acquisition

KANIKA SOOD  |  MONDAY, 23 JUL 2018
... investment in our future but also the recognition that the ability to assist clients in managing their data needs and extract insights from their data is increasingly the most important differentiator for our industry," he said. "Our interoperable platform ...

Impact investing reports sharp growth

HARRISON WORLEY  |  THURSDAY, 19 JUL 2018
... more than 2.1 million tons of carbon dioxide equivalent. O'Connor said greater investment in the area led to new insights around the potential capabilities of capital markets as change agents. "The report reveals a diverse market delivering positive ...

Aussie retirees blindsided by cost of living: Schroders

HARRISON WORLEY  |  THURSDAY, 19 JUL 2018
... circumstances on retirement, they need to recognise the need to start saving as much and as early as possible." Scrhoders insights follow AustralianSuper's launch of a retirement confidence index, which the fund says will shine a light on how the superannuation ...

Franklin Templeton appoints managing director

KANIKA SOOD  |  WEDNESDAY, 18 JUL 2018
... aimed at specific client outcomes and objectives. He will partner with distribution channels across the firm, leveraging insights from Franklin Templeton's various investment management groups to create diversified outcome-oriented portfolios focused ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... services for long-term goals like growing wealth outside of superannuation and saving for retirement, according to Six Park. Insights from the automated investment platform show 36.5% of its users are attempting to grow wealth outside of super, while ...

Balanced portfolios better than chasing winners: Research

HARRISON WORLEY  |  FRIDAY, 6 JUL 2018
... on asset-class returns shows considerably more variation year on year, and our annual report offers investors greater insights that could benefit their investment-strategy choices and increase the likelihood of achieving desired outcomes," Fletcher said. ...