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|Showing 11 - 20 of 68 results for "Recep Peker"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... (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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
Intensifying its commitment to the Asia Pacific region, State Street has appointed a long serving J.P. Morgan executive as its first country head for Australia.
Former Spectrum Wealth Advisers chief executive Mark Schroeder has been slapped with banning orders in addition to his six-year ban from providing financial services.
New analysis from Rainmaker Information shows about 60% of all MySuper products reduced their fees last financial year, with the average fees paid by members now sitting at 1%.
Octopus Investments, an energy asset manager, has made several appointments after recently surpassing $1 billion in assets under management.
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