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Showing 1 - 10 of 4413 results for "Survey"

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... Nearly one third of HNW investors want to diversify into alternatives but their platforms make it difficult to do so, a survey conducted by CoreData and Praemium between August and September found. Nearly one third (30%) of financial advisers focused ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... 60 and above - primarily retired, and predominantly male, according to VanEck. The investment manager's annual investor survey, which included over 3500 respondents, found that 40% of those who use a financial adviser are retired, with men making up ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... Mass adoption, approaching mass adoption, mature but not mass adoption, high potential adoption, and niche adoption. The survey of 300 advice firms also found that Xplan remains the dominant supplier of planning and modelling software to advice businesses ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... launched after the super fund identified a gap at the household level under the Advice Essentials offering. "Following a survey of our members it became clear that they wanted Cbus to provide this service because they trust their fund and the fees associated ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... when children inherit. Australia is on track to reach $3.5 trillion in wealth transfer across the next two decades and the survey found that around a quarter of advisers have already lost significant assets from "generational attrition". In a questionnaire ...

Major global trends impacting advisers

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... cycle for Australian financial advisers and investors, according to this year's flagship Schroders Global Investor Insights Survey. The research - which is based on a survey of almost 3000 investors globally, including 159 Australian respondents - found ...

Shifting retirement intentions require super rule change: ASFA

MATTHEW WAI  |  TUESDAY, 22 OCT 2024
An increasing number of Australians are planning to remain in the workforce for longer, with the association calling for super rules to be changed in response. The Association of Superannuation Funds of Australia (ASFA) surveyed 1500 Australians across ...

Super fund fees exploit Australians' low financial literacy

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... circumstances," Shrimski said. "There are some very clear opportunities to improve fee transparency for Australians..." The survey also found half of Australians have never switched superannuation provider, but after learning about the long-term savings ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
Australians are finding it hard to achieve their financial goals because of inflation, the cost of living, and a complex investment landscape that's characterised by ongoing policy change, according to Generation Life research. While those with a financial ...
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