Search Results | Showing 71 - 80 of 81 results for %22Investment Trends Recep Peker%22 |
| | | ... deposits from financial planners more than doubled over 12 months to November 2011, according to wealth researcher Investment Trends. Planners invested 28% of client inflows in cash and term deposits in the 12 months to November 2011, up from 16% the ... |
| | | | ... have stopped using at least one insurance provider in the last 12 months due to poor support and service. The Investment Trends 2011 Planner Risk Report surveyed 729 financial planners, asking about their satisfaction with life insurers. Despite overall ... |
| | | | The Investment Trends 2011 Planner Technology Report, which surveyed over 1,396 financial planners in July this year, found an overall improvement in satisfaction with planning software with 52% rating their software 'good' or 'very good'. Financial ... |
| | | | ... 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 don't know enough ... |
| | | | ... platform although cost is still a factor. Direct shares is surging in popularity in planner practices based on the Investment Trends Planner Direct Equities June 2010 report which surveyed 719 planners on their use of direct equities. The report found ... |
| | | | ... advisers the main winner. Australian platform providers are now competing at a higher level, according to the 2010 Investment Trends Platform Report, which found the level of innovation throughout last year gave advisers the tools they need to survive ... |
| | | | ... According to an online survey of over 1,900 SMSF trustees, 470 financial planners and 470 accountants by researcher Investment Trends, just seven per cent of SMSFs currently use geared investments, but the percentage is likely to hit double digits in ... |
| | | | ... cost of providing full advice, and a figure planners are calling "completely unrealistic". New research from Investment Trends' Planner Business Report show Australians are willing to fork out $300 on average for advice, and $300 for subsequent visits ... |
| | | | Research from Investment Trends shows more than 75 per cent of planners invest some portion of SMSF inflows through a platform - up from 65 per cent a year ago. Planners also estimate that 43 per cent of their clients' total SMSF assets were invested ... |
| | | | ... Wealth.net platform have the highest level of satisfaction with AXA's service, relative to other platforms, said Investment Trends analyst, Recep IIII Peker. Currently around 12 per cent of the adviser market uses the platform, but the service garners ... |
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