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Showing 1 - 10 of 39 results for "Irene Guiamatsia"

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... pre-retirees saying they feel unprepared has increased 7% in the past year to 47%. Investment Trends head of research Irene Guiamatsia said that in response Australians are typically changing their retirement plans and contributing more into superannuation ...

Pre-retirees expect less reliance on Age Pension: Investment Trends

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... "There's a clear gap between expectation and reality, on a few levels," Investment Trends head of research Irene Guiamatsia said. Whether it's the actual income required, the mix of funding sources to generate that income or even the preferred retirement ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
... attribute their success to stringent cost discipline and strategic fee increases, Investment Trends head of research Irene Guiamatsia said. "Fee increases have provided a strong foundation for the rise in practice profitability which we've seen across ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical Summit. According to the Investment Trends 2024 SMSF Adviser and Accountant Report, there ...

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
... managed funds as a core building block in clients' portfolios. According to Investment Trends head of research Irene Guiamatsia, advisers' willingness to equally consider using a mix of passive and active investments highlights a significant strategic ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... 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 for consumers when selecting ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... 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 ...

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 ...
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