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Showing 1 - 2 of 2 results for "John Carver"

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... prioritise diversification and capital preservation when selecting investments for clients," Investment Trends analyst John Carver said. The vast majority of stockbrokers (73%) and financial planners (83%) believe gearing is a key investment strategy ...

Lenders must recognise millennial wealth strategies

DARREN SNYDER  |  TUESDAY, 27 NOV 2018
... portfolio. It's about 12% of more than 700,000 online investors, the research shows. Investment Trends analyst John Carver said these geared investors are using several methods, the most common being margin lending products. Next is a line of credit ...
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