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Showing 1 - 10 of 93 results for "Unsurprisingly"

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... were driven by advised clients as the number of self-directed investors opening SMSF accounts declined. Perhaps unsurprisingly, generation X - those likely to inherit the bulk of the intergenerational wealth transfer - were the biggest cohort among the ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... this data highlights the growing need for financial advice and education from professional financial advisers." Unsurprisingly, Natixis found that inflation was the top challenge threatening retirement security. It said that higher everyday prices remain ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... said. "Interestingly, the data indicates that women have a higher average balance early in their careers. Perhaps unsurprisingly, the gender gap peaks at 25% in the 35-44 age bracket and, while reduced over time, the gap is never bridged," Steele sai ...

Are indexes the next target for greenwashing investigations?

RACHEL ALEMBAKIS  |  TUESDAY, 8 AUG 2023
... index constituents for the purposes of general investment management activities as well as stewardship activities. "Unsurprisingly, we've found over the years that managers of index strategies vary widely in sophistication meeting these aspects," ...

AI-fuelled narrow market challenges diversification: Epoch

CHLOE WALKER  |  THURSDAY, 20 JUL 2023
... Valen highlighted the seven top stocks which continue to account for more than half of the broad index return. Unsurprisingly, these stocks include Apple, Microsoft, NVIDIA Corporation, Amazon, Meta, Tesla, and Google. "When looking at the S&P 500 versus ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... comes to the sexes, 41% of men have a clear plan for the wealth transfer process, in comparison to 31% of women. Unsurprisingly, wealth transfer is more top of mind for individuals aged 60 years and above who are most likely of all the age cohorts to ...

Graduates confident about finance career prospects

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2023
... graduates are most confident about gaining a role in the finance sector than Australian graduates are. Perhaps unsurprisingly, 63% of graduates in Australia said a good salary is the most important thing a prospective employer could offer. This was followed ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
... no financial education in childhood while 35% said they received a small amount and 22% received a fair amount. Unsurprisingly it was females who were the most disadvantaged when it came to financial knowledge; Insignia found younger women in particular ...

Young, millionaire investors challenge stereotypes: Data

CASSANDRA BALDINI  |  THURSDAY, 18 MAY 2023
... 67% of Millennials are investing to build wealth and 22% are investing for their children. Finally, and perhaps unsurprisingly, Selfwealth said Gen Z millionaire portfolio holders are the smallest group. "They are all male, aged between 20 and 24, and ...

The traditional CFO is no more: Study

CHLOE WALKER  |  WEDNESDAY, 1 MAR 2023
... operations. More than half (52%) said that they are consulted by chief executives on at least a weekly basis, and unsurprisingly, many chief financial officers (85%) aspire to take on a chief executive role in the future. The study found that technology ...
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