Search Results | Showing 21 - 30 of 82 results for %22Recep Peker%22 |
| | ... 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 ... |
| | | ... 90,000 in 2015 to 125,000 today. "The reason this has been occurring is cost," Investment Trends research director, Recep Peker explains. "The average SMSF says that it costs them $2600 per year to manage their fund, but if you look at those who use ... |
| | | ... would turn to a financial adviser over an accountant to fulfil their unmet advice needs. Investment Trend research director Recep III Peker says this opportunity is not being realised by financial advisers, with SMSFs who have unmet advice needs citing ... |
| | | ... that play a greater role in advice delivery, from the back office to the front," Investment Trends research director Recep Peker explained. "Planners envision the next generation of platforms to be feature rich, providing them support with plan production ... |
| | | ... those investing in ETFs via an SMSF decreased from 45% to 13%. Investment Trends head of research (wealth management) Recep Peker said this shows that millennial investors are expected to be a significant driver of future ETF growth. "2016 is essentially ... |
| | | ... surge in attention to risk management, according to researcher Investment Trends. Investment Trends research director Recep Peker said the 2016 Margin Lending Investor Report shows investment opportunities revealed by depressed markets is enticing a ... |
| | | ... and 1450 financial advisers across five countries between April and July 2016. Investment Trends research director Recep Peker said from a planner or adviser perspective, robo-advice is much more than automated portfolio recommendation and rebalancing ... |
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