|Search Results||Showing 1 - 10 of 26 results for "King Loong Choi"|
|... 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 ...|
|... recognised for its online business management prowess, ranking first in the category. Investment Trends senior analyst King Loong Choi said Australia's platform market continued to innovate and develop new functionality in the last year despite facing ...|
|... involves lifting transparency in every single aspect of the advice process," Investment Trends senior analyst King Loong Choi said. Despite this, Choi said there is still significant demand for advice nationwide, saying that in the next two years more ...|
|... said recommending such programs is important, and 30% said it is not important. Investment Trends senior analyst King Loong Choi said the report suggests "there is a significant opportunity for insurers to bridge the gap between the perceived benefits ...|
|... leave their fund in the next 12 months has hit 7%, up from 5% in previous years. Investment Trends senior analyst King Loong Choi said the increased member satisfaction came despite tepid performance in the domestic equities markets. "Still, super funds ...|
|... areas: managed accounts and the generation of Records of Advice on-platform. Investment Trends senior analyst King Loong Choi said managed accounts are gaining traction largely among financial advisers seeking greater administrative and transactional ...|
|... in reaching retirement goals. For those with a balance of less than $100,000, Investment Trends senior analyst King Loong Choi explained, they are "just as likely to seek help in achieving their retirement goals from planners as they are to seek help ...|
|... private equity funds, private business/venture capital and commercial property," Investment Trends senior analyst King Loong Choi said. Partly because of these gaps, the proportion of investors looking to invest in managed funds over the next 12 months ...|
|... said to be excess cash or funds that could be allocated to growth investments. Investment Trends senior analyst King Loong Choi said HNW investors' unmet advice needs centre around investment strategy and retirement. "HNWIs themselves understand that ...|
Australia's largest superannuation funds and wealth companies have largely cut back on their advertising spends over the past five years, documents from the Standing Committee on Economics show.
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.
For the first time, climate crisis and environmental degradation have taken out the top five spots in a list ranking the risks most likely to impact the world over the coming decade.
Powerwrap has signed an agreement in what could be its second-biggest client after Escala Partners and a new line of business for the platform.
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