RECEP PEKER

Financial planning

Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as impro...

Financial planning

After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....

People & Products

Dr Irene Guiamatsia will replace Recep Peker who will continue to support clients in an advisory capacity....

image
Financial planning

The Government is talking about it, the regulator is talking about it and now digital advice player Six Park has released a white paper emphasising the need for an expand...

image
Financial planning

As platform migrations and consolidation occur, new data is pointing to a still small but growing number of advisers choosing to use industry funds. ...

image
Features

A Royal Commission, pandemic and regulatory change have distracted advisers from robo-advice in recent years but Jassmyn Goh finds out if the technology is now finally go...

image
Financial planning

Despite the shifting regulatory landscape and disruption from major players, only 4% of financial planners intend to stop providing advice in the year ahead, according to...

image
Financial planning

Environmental, social, and governance factors and more features from online brokers matter more to investors, according to a report....

image
Financial planning

Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....

image
Financial planning

New research from Investment Trends suggests robo-advice has not had the cut-through in Australia that many had hoped for but that new products may yet see it gain a bett...

image
Features

As future retirees weigh up their options on how to best distribute their post-retirement income, Chris Dastoor finds that annuities offer part of a greater option to mai...

image
Funds management

Rather than being deterred by last year’s fourth quarter, more Australian investors continued to trade, according to Investment Trends’ Online Broking Report....

image
Financial planning

New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...

image
Financial planning

Financial planners are lagging in meeting client needs as far as technology goes, according to Investment Trends’ research director, Recep Peker. ...

image
Funds management

The number of online investors in equities and ETFs has soared over the last year, with mobile platform functionality being a key driver behind investors’ platform choice...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 20 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 21 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 20 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago