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Showing 231 - 240 of 362 results for "Senior Analyst"

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... financial planners. "The planning software market has completely morphed over the past decade," said Investment Trends senior analyst Recep Peker. "Where VisiPlan used to dominate, and Microsoft Excel was used to plug the gaps, XPLAN is now the main ...

CBA grows advice research team with new hire

MARK SMITH  |  TUESDAY, 2 JUL 2013
... Candidate. In the research team he joins senior research analysts Theo Hatsis, Shane Brereton and Kunal Kotwal and senior analyst, risk research Adam Crabbe.

Shelf space battle heats up in US platforms

ALEX DUNNIN  |  MONDAY, 24 JUN 2013
... their legacy platforms for fear of disrupting their advisers' way of using fee-based programs," Patrick Newcomb, senior analyst at Cerulli Associatesm said. "The majority of firms launched unified managed accounts (UMAs) in the past few years, which ...

Market Wrap

AAP  |  WEDNESDAY, 29 MAY 2013
... cent to end at 8,511.3 points. Aside from indications of continued support from the Bank of Japan, CMC Markets senior analyst Michael Hewson said "poor consumer confidence data from France and a sharp slide in German import prices has fuelled expectations ...

Planner and investor concern hits three-year low

MARK SMITH  |  THURSDAY, 23 MAY 2013
... concern levels since the depths of the GFC, and saw both hit their lowest points in February," said Investment Trends senior analyst Recep Peker. "This ignited the appetite for growth assets among both groups." Investment Trends said the return of planners' ...

Research reveals gender gap in share appetite

MARK SMITH  |  TUESDAY, 14 MAY 2013
... share-based managed funds increased by 13% for males compared to 7% for females," CFSGAM economic and market research senior analyst Belinda Allen said. "However when it comes to the amount of additional money investors allocated to shares this rose ...

ESG RA awards Citi, Credit Suisse research

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... corporations face, said ESG RA chair Rob Fowler. Fowler recognised the dedication of Citi Research director and senior analyst Elaine Prior. "It is very pleasing to see further broadening of the issues being researched and the context in which their ...

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... wealth management consultant Cerulli Associates found that FUM in direct channel grew 9% during 2011. Roger Stamper, senior analyst at Cerulli Associates, said, "As direct providers continue to increase their advice and guidance services, they have been ...

CFSGAM appoints CIO, infra analyst

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... under management. CFSGAM also expanded the Global Listed Infrastructure team with the appointment of Pablo Kohen as senior analyst. His appointment is an answer to the increase of demand for this asset class globally. It also follows the team's inclusion ...

US advisers don't understand clients risk tolerances

ALEX DUNNIN  |  FRIDAY, 15 MAR 2013
... information, such as the client's time horizon and reactions to different market cycles," said Patrick Newcomb, senior analyst at Cerulli Associates. "In many cases, this is the only interaction before determining the risk model that parallels the appropriate ...