Search Results | Showing 41 - 50 of 81 results for %22Investment Trends Recep Peker%22 |
| | | ... financial advisers are recommending annuities to address growing concerns about longevity risk, according to Investment Trends' December 2014 Retirement Planner Report. The report, based on a survey of 617 financial advisers, shows that 38% of respondents ... |
| | | | ... will allow, according to NAB Wealth general manager of retirement solutions Andrew Barnett. Speaking at the MLC Investment Trends 2014 Retirement Income Report roundtable, Barnett argued that the average Australian doesn't fully understand what their ... |
| | | | ... more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform had an SMA capability went from 10% in 2013 to 25% in 2014, the ... |
| | | | Investment Trends has released its 2014 platform report, which compares 466 "key characteristics" of 12 major investment platforms. Originally made available to Investment Trends clients in December, the report highlights increasing regulatory compliance ... |
| | | | ... time last year and many are considering growth opportunities in international markets, according to a recent Investment Trends survey. The company's September 2014 Adviser Product Needs and Marketing Needs Report, released to Investment Trends clients ... |
| | | | ... information to help clients understand how funds fit within their portfolios and how it will help deliver outcomes. An Investment Trends survey of 768 planners found that only one quarter of advisers think that the information they receive from fund ... |
| | | | ... profitability has gone up in the last year. Financial planners are serving more clients at a lower cost; the latest Investment Trends May 2014 Planner Business Model Report shows. The average cost of delivering full advice fell from $2,400 per client ... |
| | | | ... number of insurers they use, but being an adviser's main insurance provider remains essential, new research by Investment Trends shows. After four years of planners consolidating insurers, advisers have increased the numbers and the typical planner now ... |
| | | | ... the main barrier to use investment platforms with their self-managed super fund (SMSF) clients, according to Investment Trends research. The 2014 SMSF Accountant report shows that 76% of advisers think is inappropriate for SMSFs to use investment platforms ... |
| | | | ... due to the dealer group's preferences has fallen from 36% last year to 29% in 2014, according to the latest Investment Trends May 2014 Planner Technology report. At the same time, planners saying they are choosing platforms from any provider they wish ... |
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