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Showing 11 - 20 of 68 results for "Recep Peker"

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... with 39% said it was a key business challenge in the post-Royal Commission world. Investment Trends research director Recep Peker said advisers were aiming to expand their pool of clients as a means of dealing with the structural challenges facing the ...

Digital engagement boosts investing demand

KARREN VERGARA  |  TUESDAY, 12 MAR 2019
... SelfWealth and Stake are gaining traction with online investors, especially the younger generation, research director Recep Peker said. "These new challengers make effective use of online media channels to raise their brand profile and engage with their ...

Retail investors see limited upside in 2019

KARREN VERGARA  |  MONDAY, 7 JAN 2019
... Intentions Index forecast the Aussie share market will grow 0.3% in the next 12 months. Investment Trends research director Recep Peker said the December quarter of 2018 was the most bearish quarter since the GFC, with the average investor expecting ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... provide advice on responsible investing. This is up from 19% in the 2016 survey. Investment Trends research director Recep Peker said the rise speaks to a broader attraction in goals or objectives-based financial advice. In the last 12 months, the proportion ...

October volatility sours investor outlook

KARREN VERGARA  |  TUESDAY, 6 NOV 2018
... index's reading of +4.7% at the start of 2018 when investors' optimism peaked. Investment Trends research director Recep Peker said: "While recent volatility has played a hand in driving this pessimism, investors are more concerned about major ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... (66%) expect positive structural transformation will flow from FASEA-led reforms. Investment Trends research director Recep Peker said planners continue to face challenges on multiple fronts, chiefly with compliance, client acquisition and building process ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... driving the digital client experience trend, starting with virtual client meetings. Investment Trends research director Recep Peker said this group expects tablet-enabled client meetings and the use of interactive modelling tools during client meetings ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... while tax effectiveness plays a bigger role the higher balance end of the scale," Investment Trends research director, Recep Peker said. NAB and Investment Trends estimate about 30% of financial advisers are currently using managed accounts, comprising ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... using robo-advice, as would 40% of those aged 55 to 64 years. Reflecting this, Investment Trends research director Recep Peker said: "While current robo-advice users tend to be younger and less wealthy, the demographic profile of those interested in ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... wide open with over half of planners unable to nominate any provider as best," Investment Trends research director Recep Peker said. Also posing a challenge to planners is the increasing sensitivity of clients to geopolitical events, resulting in widespread ...