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Showing 211 - 220 of 362 results for "Senior Analyst"

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 ...

IFM grows infra debt team

JAMES FERNYHOUGH  |  FRIDAY, 6 JUN 2014
... 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 ...

Baby boomers account for four in five dollars under advice

MARK SMITH  |  TUESDAY, 27 MAY 2014
... 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 ...

Compliance absorbs half of platforms' development budget

LAURA MILLAN  |  TUESDAY, 29 APR 2014
... 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 ...

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
... 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 ...

High net worth assets grow to $1.4 trillion

JAMES FERNYHOUGH  |  WEDNESDAY, 19 MAR 2014
... 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 ...

Media Super CIO departs

JAMES FERNYHOUGH  |  THURSDAY, 6 MAR 2014
... 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 ...