All Articles tagged with 'Survey'

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Myth busted: when young Australians leave the nest

From TAL

Protecting income key for the newly independent A survey has bucked the perception that young Australians are staying at home substantially longer than their parents did. The findings reveal offspring

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04 Sep 2014

What do other advisers charge?

From Elixir Consulting

Are you keen to understand the different types of pricing models in the market, and specifically, how much other advisers are charging for the similar types of clients that you

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11 Aug 2014

Extra money goes to savings and holidays

From TAL

Younger Australians would spend extra income on shopping for clothes and new mobile devices before considering using the money to get financial protection for the first time or increase their

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05 Aug 2014

Increased partnership between investors and hedge funds – AIMA/Barclays survey

Investors increasingly are striking partnerships with hedge funds, underlining the closer collaboration taking place between the hedge fund industry and its investor base, according to a new survey by the

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30 Jun 2014

Legg Mason’s global investment survey: future generations face challenges to wealth

From Legg Mason Global Asset Management

The majority of Australian investors believe the investment environment facing their younger counterparts will be more difficult, according to Legg Mason’s 2014 Global Investment Survey. The survey, which looked at

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02 May 2014

Lifeplan Financial Advice Satisfaction Index hits all time high

From Lifeplan Funds Management

Investor satisfaction with financial advisers is at its highest level since the inception of the Lifeplan ICFS Financial Advice Satisfaction Index in 2007, according to the April 2014 survey results.

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01 May 2014

SPAA and Macquarie to launch SMSF business models survey

From SMSF Association

The SMSF Professionals’ Association of Australia (SPAA) and Macquarie have launched a new in-depth survey to understand how financial advisers, accountants, administrators and stockbrokers structure their SMSF businesses. The survey aims

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01 Apr 2014

New SLICE survey: people management strategies in financial advice practices

From The Dawson Partnership

The second SLICE financial planning survey examines a range of critical issues confronting financial planning practices, topics that challenge practices’ efficiency, profitability and viability. The SLICE 2 survey provides financial

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11 Mar 2014

Optimistic financial planners anticipate further growth: Macquarie Practice Consulting

From Macquarie Group

The Macquarie Practice Consulting 2013 Financial Planning Best Practice Benchmarking Survey has revealed further optimism within the financial planning community, with respondents anticipating an increase in profit in 2014. Eight

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13 Dec 2013

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]