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| | ... and recovering client numbers are lifting assets under advice and hence revenue," Investment Trends senior analyst Recep Peker said. Despite improving business conditions, almost all planners (98%) said they were facing challenges in their business ... |
| | | ... opportunities and risks for insurers to either benefit or lose out from this switching," Investment Trends senior analyst Recep Peker said. Being a planner's main insurance provider is still crucial, as advisers currently write 59% of premiums through ... |
| | | ... they realise that they don't know enough about platforms as they thought they did," Investment Trends senior analyst Recep Peker said. But the number of accountants that see platforms to be appropriate for their SMSF clients remains steady at 57%. The ... |
| | | ... of the introduction of the best interest duty, they now have increasing freedom," Investment Trends senior analyst Recep Peker said. "With a quarter of planners saying they stopped investing new client flows via at least one platform, it's evident that ... |
| | | ... total, "91% of planners say technology can really help out in client servicing," Investment Trends senior analyst Recep Peker said. Research indicates that technology is helping planners become more efficient, with the average time to produce a full ... |
| | | ... held half of all planner funds under advice, up from 46% just 12 months earlier," Investment Trends Senior Analyst Recep Peker said. "And that's just the tip of the iceberg. With the first wave of baby boomers only just reaching retirement age, retirees ... |
| | | ... level of development is reflective of the high level of competition in the industry, Investment Trends senior analyst Recep Peker said, and added that "platforms can very easily be overtaken by rivals if they do not keep innovating and meeting planners' ... |
| | | ... Industry Funds Services and the Australian Institute of Superannuation Trustees, Investment Trends senior analyst Recep Peker said the numbers show an important shift towards advice through super. "Financial planners used to be the gold standard," he ... |
| | | ... performance of overseas markets has seen a spike in investor interest over the last year," Investment Trends senior analyst Recep Peker said. About 40% of advisers said that they could encourage their clients to invest in the US or North America over ... |
| | | ... ago. "This has resulted in the greater concentration of risk businesses written," Investment Trends senior analyst Recep Peker said. AMP is currently topping the primary relationships with advisers, with its market share up from 13% to 18% in the last ... |
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