Search ResultsShowing 1 - 10 of 61 results for "Recep Peker"
Best online brokers revealed
ELIZABETH MCARTHUR  |  THURSDAY, 22 AUG 2019
... with the online broker - CMC Markets and SelfWealth round out the top three. Investment Trends research director Recep Peker explained the satisfaction results are significant because it shows the big banks are facing stiff competition. "Bank-backed ...
Advice resilient under pressure: Research
ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... advice. At the same time last year only 33% felt affordability was a big issue. Investment Trends research director Recep Peker said: "While heightened regulation will add time and cost pressures to their business, the vast majority of financial planners ...
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... 39% said it was a key business challenge in the post-Royal Commission world. Investment Trends research director Recep Peker said advisers were aiming to expand their pool of clients as a means of dealing with the structural challenges facing the sector. ...
Digital engagement boosts investing demand
KARREN VERGARA  |  TUESDAY, 12 MAR 2019
... SelfWealth and Stake are gaining traction with online investors, especially the younger generation, research director Recep Peker said. "These new challengers make effective use of online media channels to raise their brand profile and engage with their ...
Retail investors see limited upside in 2019
KARREN VERGARA  |  MONDAY, 7 JAN 2019
... Index forecast the Aussie share market will grow 0.3% in the next 12 months. Investment Trends research director Recep Peker said the December quarter of 2018 was the most bearish quarter since the GFC, with the average investor expecting no capital ...
Responsible investing rises on advice agenda
DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... provide advice on responsible investing. This is up from 19% in the 2016 survey. Investment Trends research director Recep Peker said the rise speaks to a broader attraction in goals or objectives-based financial advice. In the last 12 months, the proportion ...
October volatility sours investor outlook
KARREN VERGARA  |  TUESDAY, 6 NOV 2018
... index's reading of +4.7% at the start of 2018 when investors' optimism peaked. Investment Trends research director Recep Peker said: "While recent volatility has played a hand in driving this pessimism, investors are more concerned about major ...
Advisers grapple with client retention
KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... (66%) expect positive structural transformation will flow from FASEA-led reforms. Investment Trends research director Recep Peker said planners continue to face challenges on multiple fronts, chiefly with compliance, client acquisition and building process ...
Younger advisers drive digital client engagement
KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... driving the digital client experience trend, starting with virtual client meetings. Investment Trends research director Recep Peker said this group expects tablet-enabled client meetings and the use of interactive modelling tools during client meetings ...
Managed accounts aid adviser time management
JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... tax effectiveness plays a bigger role the higher balance end of the scale," Investment Trends research director, Recep Peker said. NAB and Investment Trends estimate about 30% of financial advisers are currently using managed accounts, comprising an ...
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