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Showing 1 - 10 of 32 results for "Irene Guiamatsia"

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
... 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 ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... 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 ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... 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 ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
... 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 ...

Online investor numbers dip as cost-of-living bites

CHLOE WALKER  |  FRIDAY, 4 AUG 2023
... 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 ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... 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 ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... 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 ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... 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 ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
... 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 ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... in some respects, compare favourably against some 'end-to-end' providers. Investment Trends' head of research Irene Guiamatsia said: "It's difficult to see how far this trend will continue. Many of the 'jobs' traditionally done by planning software (or ...
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