RECEP PEKER
Financial planning
The launch of a low-cost menu for BT Panorama will allow advisers to service a wider range of clients from one platform and potentially run a more profitable business, ac...
Financial planning
Rather than competing on fees, platforms are aiming to stand out by helping advisers achieve scale and efficiency in their practices, offering an even greater range of se...
Financial planning
The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable targ...
Features
The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for th...
Financial planning
With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and whi...
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....
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...
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. ...
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...
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...
Financial planning
Environmental, social, and governance factors and more features from online brokers matter more to investors, according to a report....
Financial planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...