The latest issue of Financial Standard now available as an e-newspaper
|Showing 61 - 68 of 68 results for "Recep Peker"|
|... 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 ...|
|... 27 per cent expect to invest in shares. "Intending borrowers prefer property over shares by a ratio of two to one," Recep Peker, of Investment Trends, said. "Given the higher costs of entering the Australian property market, compared to shares, this ...|
|... financial planners say is the break-even cost ($2,700) for providing full advice, or $1,200 for a simple advice plan. Recep Peker, Investment Trends analyst, called the dichotomy a "striking disconnect" between the expectation of planners and clients ...|
|... expensive for clients without enough wealth to qualify for fee discounts or who are can't afford the new fee structures. Recep Peker, an Investment Trends analyst, said planners are signalling that lower balance investors will be the most affected. "The ...|
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The September financial adviser exam pass rate was stable at 60% but continues to fall below the overall pass rate of 88.5%.
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The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market.
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Future Fund's latest portfolio update shows the sovereign wealth fund is just shy of hitting $200 billion.
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Share trading platform Superhero will take the $40 million it has raised this year to expand into New Zealand by mid-2022.
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