Search Results | Showing 231 - 240 of 362 results for "Senior Analyst" |
| | | ... 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 ... |
| | | | ... Candidate. In the research team he joins senior research analysts Theo Hatsis, Shane Brereton and Kunal Kotwal and senior analyst, risk research Adam Crabbe. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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' ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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