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Showing 1 - 10 of 274 results for %22Irene%22

Unmet financial advice needs affect millions in Australia

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

Online investor participation declines

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

Advisers turning to cash, fixed income: Data

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

Inflation still too sticky: Report

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... time to achieve its mandated inflation goal." Elsewhere, abrdn head of multi-asset investment solutions APAC and strategy Irene Goh said inflation is "a little stickier than what we would have liked" although the downward trend in inflation is very much ...

HNWs increase digital engagement: Research

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

Financial advice firms profits jumps: Research

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

Online investor numbers dip as cost-of-living bites

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

Advisers service 120 clients on average

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

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... complexity of the 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 ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... perhaps a good 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 ...
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