|Search Results||Showing 1 - 10 of 61 results for "Recep Peker"|
|... 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. 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 ...|
|... 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. ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... (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 ...|
|... 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 ...|
|... 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 ...|
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh.
A retail superannuation fund has dropped the investment fees on three options by 10 bps to 19 bps, with its chair saying the cuts will help it be more competitive.
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