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Showing 801 - 810 of 1638 results for "Study"

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief operating officer ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... considering including such topics in its examinations. An overwhelming majority (70%) of CFA members globally who took part in a study said affluent investors will be positively affected by automated financial advice tools in the form of reduced costs ...

Sharing economy to reshape global real estate

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... demographic will also act as a significant tailwind for REITs," Miness said. Miness was presenting at the netwealth group study tour, a four-day program on fintech and financial advice attended by Australian-based financial advisers with a combined FUA ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... advice process and lead clients to better investment experiences over time." Itzkovits presented at the netwealth group study tour in San Francisco this week, a four-day program covering all aspects of fintech, financial advice and wealth management. ...

SG non-payment is an 'easy fix': ISA

KARREN VERGARA  |  TUESDAY, 2 MAY 2017
... "These costs will grow over time unless urgent action is taken to address unpaid super." In December last year, a joint study by Cbus and Industry Super Australia found 2.4 million workers are missing out on some or all of their superannuation entitlements ...

Human rights considerations are good for investors

EMMA RAPAPORT  |  MONDAY, 1 MAY 2017
... universal benchmark for assessing the capacity of an investee to maintain their social licence into the future." In a meta-study of more than 200 academic studies, industry reports, newspaper articles, and books, the University of Oxford and Arabesque ...

Advice practices need succession plan: Research

DARREN SNYDER  |  MONDAY, 1 MAY 2017
... documented succession plan. Business Health's Rod Bertino said about all of the 226 participating practices featured in the study were looking to increase profitability and key client numbers. He said half were looking to introduce income producers to ...

ESG adoption grows, returns follow

JAMIE WILLIAMSON  |  FRIDAY, 21 APR 2017
... investments that help us reach our financial goals, while encouraging change in the process?'" McKnett said. According to the study, Asia Pacific investors are trailblazing when it comes to including active ownership as part of a complete ESG strategy ...

Technology features driving superannuation product development

ALEX DUNNIN  |  FRIDAY, 21 APR 2017
A Rainmaker study of extra benefits and features being offered by super funds in Australia reveals that technology and communication-oriented features are the most active area of product development. Rainmaker noted the results show that funds realise ...

Global bank tests customer service 'bot'

KARREN VERGARA  |  THURSDAY, 20 APR 2017
... "[leveraging] the power of AI and building more bots to help businesses connect in more meaningful ways." Separately, the latest study by UN-based not-for-profit organisation Better Than Cash Alliance revealed in China, social media network WeChat and ...