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Showing 21 - 30 of 34 results for "King Loong Choi"

Workers' retirement angst growing

KARREN VERGARA  |  MONDAY, 20 MAR 2017
... all contributing to Australians' growing angst about their retirement future," Investment Trends senior analyst King Loong Choi says. Half of the participants said they need at least $3000 per month to live a comfortable lifestyle, yet only one in three ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... around two themes: improving planner efficiency and raising client engagement," Investment Trends senior analyst King Loong Choi said. Last year saw OneVue refresh its entire dashboard to encourage planner efficiency by making it customisable to user ...

Retirement fears herald advice opportunity

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... other services they use, including via social media and online chat services," Investment Trends senior analyst King Loong Choi said. Keeping young members engaged should be a priority for super funds as they also represent a large number of the people ...

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
... already testing the business models of financial planners across Australia," said Investment Trends senior analyst King Loong Choi. "Not only are they already reporting a fall in risk business, more than two in five planners expect their practice's profitability ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... investment products and strategies for using them within clients' portfolios. Investment Trends senior analyst King Loong Choi said accountants want to better understand tax advantages of individual investment products. He said annuities, direct shares ...

Managed funds back on the menu for investors

ALEX BURKE  |  WEDNESDAY, 30 MAR 2016
... intend to invest in unlisted managed funds in the future, up from 12% in 2013. Investment Trends senior analyst King Loong Choi said this was a consequence of "falling confidence," resulting in "investors... becoming more risk-averse in their approach ...

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
... platform industry saw continued focus on enhancing and refreshing platform portals," Investment Trends senior analyst King Loong Choi said. Choi added, "We have continued to see platforms provide advisers support from new angles rather than just the ...

Australians turning to super funds for financial advice

ALEX BURKE  |  THURSDAY, 3 DEC 2015
... notably with the impact of rising prices and not being able to afford extras like holidays," according to analyst King Loong Choi. Choi added, "Although the demand for financial advice is growing, there are still a number of barriers holding back the ...

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
... planners expecting standalone insurance advice to become less profitable," said Investment Trends senior analyst King Loong Choi. "But, as they have proven with FoFA, Australian financial planners are very good at adapting to change, and many anticipate ...

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
... on average, planners are now using 3.9 insurers each - up from 3.7 in 2014. Investment Trends senior analyst, King Loong Choi, said a focus on improving underwriting by some insurers over the last year has made it "an essential component of success in ...