Search Results | Showing 1 - 10 of 33 results for "Guiamatsia" |
| | ... guidance on investment strategy, longevity risk, and superannuation growth. Investment Trends head of research Irene Guiamatsia said that despite these barriers, the perceived value of financial advice is high, with over 80% of those without advice recognising ... |
| | | ... their portfolios, an increase from 25% in May 2023 and 23% in November 2022. Investment Trends head of research Irene Guiamatsia said dormancy rates have decreased notably from six months prior but continue to be elevated. "Inflows of new-to-market online ... |
| | | ... way, reigniting demand for cash and fixed income as asset classes of choice," Investment Trends head of research Irene Guiamatsia said. Elsewhere, the report said advisers are becoming more selective in choosing product providers for their clients, focusing ... |
| | | ... particularly considering the next generation of digitally native heirs. However, Investment Trends head of research Irene Guiamatsia said that HNWs still struggle with a 'whole of portfolio' reporting piece. "For example, one in two HNWs have ... |
| | | ... cohort, 41% saw growth in practice revenue in 2023, compared to 39% in 2022. Investment Trends head of research Irene Guiamatsia said it's encouraging to see the positive business outcomes advisers are experiencing and explained on average, new client ... |
| | | ... shares or ETFs in the 12 months to May, down from 1.51 million six months ago. Investment Trends head of research Irene Guiamatsia said the primary cause of the decline is a remarkable surge in dormancy. Over 420,000 previously active investors did not ... |
| | | ... serviced by any single adviser appears to be slowly but surely approaching Dunbar's cognitive limit of 150, Irene Guiamatsia, head of research at Investment Trends said. "This renders considerations of scale, digital engagement and the broader role ... |
| | | ... superannuation system and continues to pose a great challenge for SMSFs," Investment Trends head of research Irene Guiamatsia said. "Our research tells us advisers are anticipating the indexation of the transfer balance cap as having the greatest impact ... |
| | | ... way for advisers to establish that conversation with SMSF trustees," said Investment Trends head of research Irene Guiamatsia. Advisers are well placed in playing the role of a financial coach and strengthening investors' financial literacy, she ... |
| | | ... engagement levels (net intention increased by 16% in 2023, up from 12% in 2022). Investment Trends head of research Irene Guiamatsia said: "Amidst the superannuation sector experiencing dynamic transformational changes with Successor Fund Transfers ... |
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