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Showing 201 - 210 of 358 results for "Senior Analyst"

Advisers looking overseas for growth

ALEX BURKE  |  MONDAY, 12 JAN 2015
... ones), with 70% 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 ...

Advisers want more information from fund managers

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... where the 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 ...

Morningstar names two new analysts

MARK SMITH  |  TUESDAY, 30 SEP 2014
... Morningstar has appointed two analysts to its Australasian manager research team. CFA accredited Daniel Cheang joins as a senior analyst while Matthew Wu has come on board as an analyst. They are responsible for undertaking research on Australian and ...

Market Wrap AM

AAP  |  TUESDAY, 16 SEP 2014
... Thursday... is increasingly sowing uncertainty and consequently keeping investors out of stocks," said Markus Huber, senior analyst at broker Peregrine & Black. Ahead of the major events, investors reacted to weak Chinese economic data and a possible ...

Advisers boost practice profitability

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... "Rising markets 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 ...

Advisers use more insurers, but main provider still key: research

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... great 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 ...

High fees deter accountants from using platforms for SMSFs

LAURA MILLAN  |  THURSDAY, 28 AUG 2014
... advice and 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 ...

Do not take adviser loyalty for granted: research

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... consequence 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 ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... stabilised over the last year with 41% using one in the last 12 months, according to the report. While Investment Trends senior analyst Recep III Peker said that this could be tied into the performance of the stock market, the research has shown that ...

Planners in urgent need of better tech: research

LAURA MILLAN  |  TUESDAY, 15 JUL 2014
... meetings. In total, "91% of planners say technology can really help out in client servicing," Investment Trends senior analyst Recep Peker said. Research indicates that technology is helping planners become more efficient, with the average time to produce ...