Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 68 results for "Recep Peker"

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... "The planning software market has completely morphed over the past decade," said Investment Trends senior analyst Recep Peker. "Where VisiPlan used to dominate, and Microsoft Excel was used to plug the gaps, XPLAN is now the main planning tool for half ...

Planner and investor concern hits three-year low

MARK SMITH  |  THURSDAY, 23 MAY 2013
... since the depths of the GFC, and saw both hit their lowest points in February," said Investment Trends senior analyst Recep Peker. "This ignited the appetite for growth assets among both groups." Investment Trends said the return of planners' confidence ...

CFS FirstWrap regains platform top spot

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
... functionality at an industry level to grow at its slowest rate for the past five years," said Investment Trends senior analyst Recep Peker. "However, even during this challenging environment Australian master trust and wrap platforms continue to evolve ...

Investor 'fear factor' lowest in 40 months

BEN COLLINS  |  TUESDAY, 12 FEB 2013
... around the 3% to 4% mark (excluding dividends) since the beginning of 2012," said Investment Trends senior analyst Recep Peker. In January, the average investor was expecting the Australian stock market to rise by 7% (excluding dividends), jumping up ...

Platform satisfaction on the rise

LINDA HAUSKEN  |  TUESDAY, 5 JUN 2012
... greatest areas of improvement being integration with planning software, BDM and dealer support, and admin fees," said Recep Peker, senior analyst at Investment Trends. Investment Trends' 2012 Planner Technology Report which surveyed 1,412 advisers found ...

Gap increasing between consumers and cost of advice

LINDA HAUSKEN  |  WEDNESDAY, 9 MAY 2012
... advice, there is a clear gap between the expected and actual cost of advice," said Investment Trends senior analyst Recep Peker. "Planners recognise this, and two in five intend to provide more transactional and single issue advice in the future. "Australians ...

Planner annuity interest climbs

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
... found that only 5% of retiree assets are invested in annuities. "There are many barriers to using annuities," said Recep Peker, Investment Trends senior analyst. "For some they compete with other products in a high interest rate environment, such as ...

Pre-retiree client strategies fall short: survey

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
... proportion who don't feel on track is 19 percentage points higher at 42% among those who don't use a planner," said Recep Peker, Investment Trends senior analyst. Retirees make up 40% of the average planner's client base with 36% of planners surveyed ...

Platforms hoard cash amid FOFA uncertainty

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
... developments, with many platforms rushing to be compliant in time for the eventual roll-out of the new legislation," said Recep Peker, Investment Trends senior analyst. "However, they are also a hindrance to new developments in some ways. Uncertainty ...

Planners double allocation to term deposits

MELANIE TIMBRELL  |  FRIDAY, 3 FEB 2012
... Trends report has revealed. "To some extent, the move to cash is a safeguard against adverse market movements," said Recep Peker, senior analyst at Investment Trends. "Excluding dividends, over a half of planners now say that their highest priority when ...