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| | | ... 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 ... |
| | | | ... including term deposits (TDs), have grown by 7%, reaching a total of $1.8 trillion. Investment Trends senior analyst Recep Peker said that investors are increasingly viewing cash as a long-term investment, rather than a short-term waiting room. "Excess ... |
| | | | ... most-used platform increased for each of the 27 different areas that we measure," Investment Trends senior analyst Recep Peker said. While platform providers have made many new enhancements in the last 12 months, the new lower-cost and flexible pricing ... |
| | | | ... "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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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