Search Results | Showing 61 - 70 of 73 results for "Recep Peker" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... seeking to retain their current client base, addressing these gaps is crucial," said Investment Trends senior analyst Recep Peker. "Particularly since switching behaviour is so prolific." The survey found 34% of planners had stopped using at least one ... |
| | | | ... produce one SoA with COIN users 15% producing comprehensive statements of advice quicker than the slowest software. Recep Peker, senior analyst, Investment Trends, said that while providers have been working to reduce SoA production time, external pressures ... |
| | | | ... financial planners advised on SMAs in 2011, a much higher proportion of 59% said they saw the benefits of the accounts. Recep Peker, Investment Trends analyst, said lack of information was the key barrier to adviser uptake. "Financial planners say they ... |
| | | | ... small use planning software or others means. "When you add those up it equals one and a half different sources," said Recep Peker, Investment Trends analyst. When asked on what they would choose if they could only transact on only place what would they ... |
| | | | ... race between platforms intensified in 2010, with a range of providers developing significant new functionality," said Recep Peker, analyst for Investment Trends. "We are likely to see rapid development continue as platforms move to address new planner ... |
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