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Showing 31 - 40 of 73 results for "Recep Peker"

Adviser commitment to tech relationships falling

KERRIE SYDEE | FRIDAY, 1 JUL 2016

... respondents said they were looking for a new software solution in 2016, a four percentage point increase from 2015. Recep Peker, head of research for wealth management at Investment Trends said it was important for providers to demonstrate they are meeting ...

Australians demanding robo-advice from super funds

ALEX BURKE | THURSDAY, 12 MAY 2016

... actively considering a financial planner or cannot afford one," Investment Trends head of research for wealth management Recep Peker said. "Most current generation robo advisers are focused on investment selection, but these tools have the opportunity ...

ETFs moving to mainstream

KERRIE SYDEE | THURSDAY, 7 APR 2016

... ETFs in the next 12 months. Speaking at an event in Sydney, Investment Trends head of research for wealth management Recep Peker said that ETFs provided planners with an opportunity to stay relevant with investors, listing product flexibility and freedom ...

Planners turning to annuities and outcome funds

MARK SMITH | WEDNESDAY, 23 MAR 2016

... deposits in favour of more sophisticated products," said Investment Trends head of research for wealth management Recep Peker. "Annuities, diversified funds and income funds will continue to be the winners as planners seek higher yielding, diversified ...

Clients asking planners for margin loans

MARK SMITH | TUESDAY, 8 MAR 2016

... also spiked after a turbulent year in the markets." said Investment Trends head of research for wealth management, Recep Peker. "Clients feel the markets are undervalued again and see opportunities where financial planners may not. Investors' need for ...

Margin loans keep pace with shrinking customer-base

ALEX BURKE | WEDNESDAY, 10 FEB 2016

... falls are seen as investment opportunities for many," said Investment Trends head of research for wealth management Recep Peker. He added, "For advisers involved with margin lending, it is important to note that how investors use margin lending is evolving ...

Vanguard wins adviser vote

ALEX BURKE | WEDNESDAY, 11 NOV 2015

... cost when selecting investments for their clients," said Investment Trends head of research for wealth management Recep Peker. "Notably, financial planners' usage of passive managed funds - which provide low cost access to diversification - for new client ...

Retirement income sector keeps pace with population changes

ALEX BURKE | MONDAY, 27 APR 2015

... clients. "Planner expectations reflect Australia's ageing Baby Boomer generation," said Investment Trends senior analyst Recep Peker. "Over the next 25 years the number of Australians aged 65 and over is expected to double and planners are actively shifting ...

Advisers turning to annuities for longevity risk

ALEX BURKE | MONDAY, 13 APR 2015

... continue to see a greater role for annuities as part of their retirement advice," said Investment Trends senior analyst Recep Peker. "In addition to already increasing usage, the intention to use annuities has also increased with 59% of planners intending ...

Providers boost adviser access to managed accounts

LAURA MILLAN | TUESDAY, 24 FEB 2015

... SMAs via platforms prior to 2014 has definitely been a key hurdle for the industry," Investment Trends senior analyst Recep Peker said. The report, which surveyed 500 financial planners in March, found that SMA usage had not grown and the number of advisers ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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