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|Showing 1 - 10 of 34 results for "King Loong Choi"|
|... 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' ...|
|... 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 ...|
|... 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. ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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-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 ...|
Senator Jane Hume is allowing candidates who have failed the Financial Adviser Standards and Ethics Authority (FASEA) exam twice to re-sit it in 2022.
The industry fund has appointed a general manager of brand and marketing.
The government has passed legislation that will see the establishment of an independent body that will review the effectiveness of both the Australian Securities and Investments Commission (ASIC) and the Australian Prudential Regulation Authority (APRA).
Westpac has decided to retain its New Zealand business after reviewing the feasibility of the 160-year-old division and the impact of increased capital requirements.
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