Search Results | Showing 1 - 10 of 24 results for "Investment Trends Senior Analyst Recep Peker" |
| | ... clients. "Planner expectations reflect Australia's ageing Baby Boomer generation," said Investment Trends senior analyst Recep Peker. "Over the next 25 years the number of Australians aged 65 and over is expected to double and planners are actively shifting ... |
| | | ... continue to see a greater role for annuities as part of their retirement advice," said Investment Trends senior analyst Recep Peker. "In addition to already increasing usage, the intention to use annuities has also increased with 59% of planners intending ... |
| | | ... SMAs via platforms prior to 2014 has definitely been a key hurdle for the industry," Investment Trends senior analyst Recep Peker said. The report, which surveyed 500 financial planners in March, found that SMA usage had not grown and the number of advisers ... |
| | | ... suggesting that investment in new functionality is paying off regardless. According to Investment Trends senior analyst Recep Peker, the highest-rated platforms are those that are "functionality-rich", focusing on improvements in usability/interface ... |
| | | ... of respondents planning to invest in these over the next 12 months. This reflects Investment Trends senior analyst Recep Peker's comment that the US is no longer a "hot destination", due to rising sentiment that the Dow Jones has peaked (or is nearing ... |
| | | ... economy is headed and how to use their funds in the current economic environment", Investment Trends senior analyst Recep Peker said. "They want simple stories to tell their clients," he explained. The survey found that adviser interest in exchange-traded ... |
| | | ... and recovering client numbers are lifting assets under advice and hence revenue," Investment Trends senior analyst Recep Peker said. Despite improving business conditions, almost all planners (98%) said they were facing challenges in their business ... |
| | | ... opportunities and risks for insurers to either benefit or lose out from this switching," Investment Trends senior analyst Recep Peker said. Being a planner's main insurance provider is still crucial, as advisers currently write 59% of premiums through ... |
| | | ... they realise that they don't know enough about platforms as they thought they did," Investment Trends senior analyst Recep Peker said. But the number of accountants that see platforms to be appropriate for their SMSF clients remains steady at 57%. The ... |
| | | ... of the introduction of the best interest duty, they now have increasing freedom," Investment Trends senior analyst Recep Peker said. "With a quarter of planners saying they stopped investing new client flows via at least one platform, it's evident that ... |
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