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Showing 821 - 830 of 1638 results for "Study"

Managed accounts continue rapid surge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
... market movement in existing portfolios ($2.5 billion), growth in the FUM of those who also participated in the June 2016 study ($2.5 billion) and also the contribution of data from new participants; adding a further $2.35 billion to the total. "There ...

Compliance and cybersecurity keeping bankers awake

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... cybersecurity and complying with consumer regulation and remediation issues are their top priorities for the year ahead. The annual study, which canvassed senior executives from about 300 banks in Europe, the Americas, Africa and Asia Pacific found recruiting ...

Gen Y prefers liquid investments: KPMG

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
... make up just 15% of Gen Y professionals' investments, while 13% are invested in term deposits and 8% in managed funds. The study, which surveyed 1400 KPMG Gen Y employees, also found that most don't believe wealth products are geared to their needs. ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
... be knowledgeable enough to answer industry questions and queries from customers." The course requires 20 hours of online study for completion, and all those that achieve the qualification are directed to advise clients to seek guidance from an appropriately ...

How women get ahead in financial services: Executive

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
... your job, and I want to earn a million dollars." Siobhan realised that the only way to get ahead was to complete further study, and after receiving her masters of finance, she gained a partnership in the firm and the respect of per colleagues. In 2011 ...

Women-led super funds outperform, so why so few leaders

ALEX DUNNIN  |  WEDNESDAY, 8 MAR 2017
... This leads to a W-index score across not for profit funds of just 30%. Rainmaker said retail funds were excluded from the study because retail funds do not have chief executives, their trustees run multiple PDS-ed products and their executives usually ...

Fox urges advisers to become professionals

EMMA RAPAPORT  |  TUESDAY, 21 FEB 2017
Professionalism, trust, and gaining public confidence were the key takeaway messages from AFA chief executive Brad Fox at this year's Genxt Connect Tour. Speaking to a crowded Sydney ballroom, Fox plead financial advisers to take the financial standards ...

Unadvised SMSFs ripe for advisers

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2017
... so how the hell are our clients supposed to understand how many of those things work as well?" Dunn asked delegates. The study also shows that, amongst retired trustees, those that are advised are more likely to feel they've fully achieved their retirement ...

Females and Gen Y expecting less

JAMIE WILLIAMSON  |  MONDAY, 13 FEB 2017
... year, while all other generations would need to be earning upwards of $123,000 before considering themselves well -paid. The study, which was conducted by Ipsos and compiles the views of 2000 Australians aged 16 to 70, found that 66% of Australians define ...

Margin lending investors keen to borrow more

DARREN SNYDER  |  WEDNESDAY, 8 FEB 2017
... report said half of the 1418 margin lending investors surveyed believe Australian shares are currently undervalued. The study also highlights a range of promotions, incentives and product features that could be effective in assisting investors in acting ...