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| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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