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| | | Zenith Investment Partners general manager and head of research Bronwen Moncrieff has left the investment consultancy after 13 years. Moncrieff said she is going to take a break to recharge before contemplating her next chapter. "For the moment, it's ... |
| | | | ... firm's brand is a critical differentiator in gaining the trust of financial advisers, according to ISS Market Intelligence research. Having surveyed more than 900 advisers, asking for their opinions on branding and engagement with asset managers, ISS ... |
| | | | ... the population expected to. This compares to 5% in New Zealand, 10% in the US and 13.7% in the UK. Health and medical research, animal protection, welfare, and international aid are the top causes supported through bequests in Australia. "If we grew ... |
| | | | ... forward, with partners that are committed to advice and helping more Australians get the quality advice they need." The research team at UBS also welcomed the deal, labelling it "a sensible strategy to further simplify the group." The deal is expected ... |
| | | | ... significant challenges, particularly with regulation and compliance, according to an international study by Ocorian. The research from Ocorian revealed that of the approximately 300 family office professionals it surveyed, which collectively manage around ... |
| | | | ... in the market," the FSC said. If the government continues to apply the performance test on broad Choice products, the research warns of the reduction in choice products and decreased flexibility to achieve members' desired outcomes. Given that broad ... |
| | | | ... that will ensure we continue to deliver the best possible returns to our members," Chatfield said. Rainmaker Information research shows that this investment option returned 8.8% in the year to May, slightly above its long-term average, but it ranked ... |
| | | | The role of a chief financial officer is "widely ambiguous," according to new research conducted by Monash University. The research suggested that the role has a range of conflicting expectations placed upon it, relating to digital transformation, leadership ... |
| | | | ... recession fears with investors also concerned the Federal Reserve is behind in cutting interest rates. However, Bell Potter research assistant Andrew Ho said the market reaction may be an overreaction. "A renewed bout of volatility hit global markets ... |
| | | | ... firms can bridge the value gap for prospective clients to get them on their books. Netwealth's 2024 Advisable Australian research, conducted in partnership with The Lab Strategy, found the barriers to advice are not just price, but largely deep-rooted ... |
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