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Showing 1 - 10 of 34 results for "King Loong Choi"

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... and preferences of HNW investors towards investing and advice," Investment Trends associate research director King Loong Choi said. "The last 12 months saw a large shift in the perceptions of advice among HNW investors, with a sharp increase in 'validators' ...

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
... decision support tools and integration in the last 12 months," Investment Trends' associate research director King Loong Choi said. Rounding out the top five are Praemium (84.8%), BT Panorama (82.4%) and Macquarie Wrap (76.5%). The research house said ...

NEOS, ClearView lead satisfaction

ELIZABETH MCARTHUR  |  TUESDAY, 9 FEB 2021
... clients, proactive BDM contact and streamlined online processes," Investment Trends associate research director King Loong Choi said. "Competitive premiums matter for planners and their clients in their choice of insurer, but it isn't the sole factor. ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... when cost is factored in, preference for limited advice markedly increases," Investment Trends senior analyst King Loong Choi said. The majority of potential clients (61%) said they are open to upgrading to comprehensive advice over time, he added. The ...

Super fund satisfaction mixed, SMSFs unhappy

ELIZABETH MCARTHUR  |  TUESDAY, 14 JUL 2020
... unsure, further highlighting the need to alleviate members' knowledge gaps," Investment Trends senior analyst King Loong Choi said. He added this is why it is important for super funds to provide members with opportunities to educate themselves more ...

Higher super contributions make Aussies feel safer

HARRISON WORLEY  |  TUESDAY, 25 FEB 2020
... their belief that they don't voluntarily contribute enough into their super. Investment Trends senior analyst King Loong Choi said that by increasing their super contributions to 11% of household their income, Australians report feeling better about ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
... led the pack for overall platform functionality, followed closely by HUB24. Investment Trends senior analyst, King Loong Choi, said 2019 saw increased rivalry in the space. "Over the last 12 months, platform functionality scores have improved in a wide ...

Bearish sentiment bites Aussie investors

ALLY SELBY  |  THURSDAY, 30 JAN 2020
... priorities to preserve their wealth in case of a correction, or worse, a recession. Investment Trends senior analyst King Loong Choi said investors are turning to more defensive strategies. "Global macroeconomic and geopolitical tensions continue to ...

Risk advisers a dying breed: Research

HARRISON WORLEY  |  WEDNESDAY, 20 NOV 2019
... revenue from providing risk advice. Five years ago, the number stood at 34%. Investment Trends senior analyst King Loong Choi said more advisers were diversifying their offerings and focusing on a more "holistic" experience for clients. The risk specialist ...

Super funds hard to engage with: Research

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... super-related activities were also those perceived as the most difficult to conduct," Investment Trends senior analyst King Loong Choi said. "Given members' significant appetite for advice and education, super funds must improve their access to the services ...
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