Search ResultsShowing 1 - 10 of 25 results for "King Loong Choi"
Super funds hard to engage with: Research
ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... activities were also those perceived as the most difficult to conduct," Investment Trends senior analyst King Loong Choi said. "Given members' significant appetite for advice and education, super funds must improve their access to the services ...
Smaller platforms continue to excel
HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... for its online business management prowess, ranking first in the category. Investment Trends senior analyst King Loong Choi said Australia's platform market continued to innovate and develop new functionality in the last year despite facing ...
Trust in advice hits record low
JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
... involves lifting transparency in every single aspect of the advice process," Investment Trends senior analyst King Loong Choi said. Despite this, Choi said there is still significant demand for advice nationwide, saying that in the next two years ...
Advisers divided over health programs
KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... recommending such programs is important, and 30% said it is not important. Investment Trends senior analyst King Loong Choi said the report suggests "there is a significant opportunity for insurers to bridge the gap between the perceived benefits ...
Super fund members satisfied but restless
KANIKA SOOD  |  TUESDAY, 31 JUL 2018
... their fund in the next 12 months has hit 7%, up from 5% in previous years. Investment Trends senior analyst King Loong Choi said the increased member satisfaction came despite tepid performance in the domestic equities markets. "Still, super ...
Reinvigorated OneVue inches up platform rankings
JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... areas: managed accounts and the generation of Records of Advice on-platform. Investment Trends senior analyst King Loong Choi said managed accounts are gaining traction largely among financial advisers seeking greater administrative and ...
Planners preferred over super for wealthier retirees: Research
ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
... reaching retirement goals. For those with a balance of less than $100,000, Investment Trends senior analyst King Loong Choi explained, they are "just as likely to seek help in achieving their retirement goals from planners as they are to seek ...
Diversification concerns see managed funds uptake
ALEX BURKE  |  TUESDAY, 16 JAN 2018
... equity funds, private business/venture capital and commercial property," Investment Trends senior analyst King Loong Choi said. Partly because of these gaps, the proportion of investors looking to invest in managed funds over the next 12 months ...
HNWI financial advice demand falls: Research
KARREN VERGARA  |  THURSDAY, 14 DEC 2017
... to be excess cash or funds that could be allocated to growth investments. Investment Trends senior analyst King Loong Choi said HNW investors' unmet advice needs centre around investment strategy and retirement. "HNWIs themselves understand that ...
Advisers grapple with client retention: Research
KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... by 25% from three million in 2007 to currently 2.2 million nationwide. Investment Trends senior analyst King Loong Choi said client retention remains a key issue, with planners typically losing three clients for every two they gain. On a ...
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