Search Results | Showing 1 - 10 of 132 results for %22Adviser Research Centre%22 |
| | ... no one-size-fits-all product for retirement. We need policies and deliver choice, informed options, and the advice and adviser network to deliver the very best outcomes in retirement. Self-managed super funds are an integral part of that choice," he ... |
| | | ... longer-term lifestyles, not to maximise the wealth they can pass on," Stephan Independent Advisory director and financial adviser James Stephan reinforced. A final lever that can be pulled to shore up retirement finances is to either delay imminent retirement ... |
| | | ... said. Other recent changes include specie contributions to super; the addition of ESG information to the investments and research section of the mobile app and access to documents for up to three years. |
| | | ... with third-party ESG ratings and said this was a key growth area. The report also said retirement income has been at the centre of a range of initiatives by many platforms. "This has translated into a material step up in the range of annuities, capital-protected ... |
| | | ... society." Before joining PwC, Auster was chief executive of the Infrastructure and Project Financing Agency and a chief adviser for the Commonwealth Treasury. She has also served as the deputy secretary of the Department of Treasury and Finance, executive ... |
| | | ... external investment consultants, primarily for manager selection (52%), strategic asset allocation (45%) and investment research (44%). |
| | | ... assistance around entitlements, further strengthening our insights around funds providing age pension support," it said. The research outlays the challenge for everyday Australians but also brings to light preferences for fund solutions, specifically ... |
| | | In a hotly contested platform space, competition for adviser relationships is fierce, according to part two of Investment Trends' latest Adviser Technology Needs Report. The report found the percentage of new inflows by advisers through platforms decreased ... |
| | | ... don't think they can afford it, 34% said they don't trust advisers and about 30% said they don't know where to find a good adviser. When it comes to those who do receive advice or have done in the past, 14.84% of the total said they didn't find it valuable ... |
| | | ... investable assets of $100,000, found millennials are far more likely to work with a financial professional than rely on a robo-adviser to manage their investments. According to the report, 59% of millennials have a professional financial adviser. This ... |
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