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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... in the UK and Europe, and will report to executive director debt investment David Cooper. Carey was previously a senior analyst in infrastructure a senior analyst in infrastructure finance at Moody's. Prior to that he worked at Barclays, Financial Guaranty ... |
| | | | ... time, retirees held half of all planner funds under advice, up from 46% just 12 months earlier," Investment Trends Senior Analyst Recep Peker said. "And that's just the tip of the iceberg. With the first wave of baby boomers only just reaching retirement ... |
| | | | ... functionality. "The level of development is reflective of the high level of competition in the industry, Investment Trends senior analyst Recep Peker said, and added that "platforms can very easily be overtaken by rivals if they do not keep innovating ... |
| | | | ... portfolios. Overall, 37% of our survey respondents indicate an increased need for investment advice," said Roger Stamper, senior analyst at Cerulli. But the US advisory sector is fearful that an excessive fiduciary obligation that is out of step with ... |
| | | | ... find HNW investors to be leading indicators for what the general investor population will do," Investment Trends senior analyst Uwe Helmes. "While the general population continued to accumulate cash reserves in 2013, according to RBA figures, HNW investors ... |
| | | | ... our limited resources to other areas in pursuit of our growth plans. "The CEO will be supported by a full-time senior analyst, an external asset consultant and an active, experienced Investment Committee in managing the investment portfolio." Media Super ... |
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