Search Results | Showing 1 - 10 of 30 results for "Investment Trends head" |
| | | ... the need for the industry to bolster the perceived value of life insurance in one's financial portfolio," Investment Trends head of research Irene Guiamatsia said. The report also revealed that a robust brand reputation is the foremost consideration ... |
| | | | ... advice, with the most demand for 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 ... |
| | | | ... include international shares in 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. ... |
| | | | ... certainly fully swung the other 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 ... |
| | | | ... increasingly important, 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 ... |
| | | | ... in profit margins. Of this 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 ... |
| | | | ... Australians placed trades on 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 ... |
| | | | ... exacerbated the complexity of the 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 ... |
| | | | ... important and perhaps a good 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' ... |
| | | | ... substantial net growth in member 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 ... |
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