“Source: Capgemini and Merrill Lynch Global Wealth Management – July 2011″

The world’s high net worth individuals (HNWIs) expanded in population and wealth in 2010 surpassing 2007 pre-crisis levels in nearly every region, according to the 15th annual World Wealth Report from Merrill Lynch Global Wealth Management and Capgemini.
The World Wealth Report covers 71 countries in the market-sizing model, accounting for more than 98% of global gross national income and 99% of world stock market capitalization. The report has built a strong and lasting reputation as the industry benchmark for HNWIs market sizing—originally at a global and regional level but increasingly at a country level.

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“Source: Financial Standard – June 10th, 2011″

The latest Superannuation Satisfaction report from consumer researcher Roy Morgan has found that 75 per cent of SMSF customers are satisfied with their fund returns, compared to just 52 per cent for industry fund customers and 47 per cent for retail fund customers…
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“Source: Financial Standard – May 4th, 2011″

Direct share ownership is continuing to rise and it’s driving investors out of managed funds, reveals new figures from the latest ASX Share Ownership Survey.

The survey found there are 5 million Australians who directly own shares, 2 million more than a decade ago. But indirect ownership through managed funds has plummeted through the period by the same amount from 4.3 million to 2.2 million…

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