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Showing 31 - 40 of 70 results for "Recep Peker"

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 ...

Investment Trends releases 2014 platform report

ALEX BURKE  |  MONDAY, 19 JAN 2015
... suggesting that investment in new functionality is paying off regardless. According to Investment Trends senior analyst Recep Peker, the highest-rated platforms are those that are "functionality-rich", focusing on improvements in usability/interface ...

Advisers looking overseas for growth

ALEX BURKE  |  MONDAY, 12 JAN 2015
... of respondents planning to invest in these over the next 12 months. This reflects Investment Trends senior analyst Recep Peker's comment that the US is no longer a "hot destination", due to rising sentiment that the Dow Jones has peaked (or is nearing ...

Advisers want more information from fund managers

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... economy is headed and how to use their funds in the current economic environment", Investment Trends senior analyst Recep Peker said. "They want simple stories to tell their clients," he explained. The survey found that adviser interest in exchange-traded ...