Search Results | Showing 51 - 60 of 81 results for %22Investment Trends Recep Peker%22 |
| | | ... have unmet advice needs, representing a huge opportunity for financial advisers, according to new research from Investment Trends. SMSFs who say they have unmet advice needs are prepared to pay up to $2,500 per annum for advice that meets their needs ... |
| | | | ... still room for technological improvements that would assist them in running their business more efficiently, an Investment Trends report found. Planners could benefit from better technology across the board, from generating Statements of Advice (SoA) ... |
| | | | ... financial planning clients, and four out of every five dollars under advice, the latest report from researcher Investment Trends shows. An aging population and generational wealth differences have made retirees and pre-retirees the pre-eminent markets ... |
| | | | Platforms are spending almost half of their development budget on regulatory compliance, the Investment Trends 2013 Platform Report found. The research covered 454 key characteristics of 13 platform providers and found that spending on developing new ... |
| | | | ... track to becoming the favoured channel for consumers seeking financial advice, according to a new survey by Investment Trends. The Investment Trends September 2013 Advice Report found that out of the 55% of Australians who have advice needs, 18% would ... |
| | | | ... client investments to international assets jumped 5% to 31% of new client investments between 2012 and 2013, the Investment Trends August 2013 Adviser Product and Marketing Needs Report found. Australian investors' allocation to international assets ... |
| | | | ... write. A total of 56% of advisers have either stopped or reduced the use of an insurer in the last 12 months, an Investment Trends 2013 Planner Risk Report shows. Those leaving their insurer don't necessarily start using another provider, with the average ... |
| | | | ... between 2009 and 2012, increased by 22% in the 12 months to May 2013 thanks to the return in investor confidence," Investment Trends senior analyst Recep III Peker said. "This has helped boost planners' confidence, their outlook and their business profitability." ... |
| | | | ... Investors are allocating increasing amounts to cash despite falling interest rates, according to research by Investment Trends. Over the past 12 months cash deposits, including term deposits (TDs), have grown by 7%, reaching a total of $1.8 trillion. ... |
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