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Forward Thinking Magazine : December 2010
5 cover story I believe the platform of the future is where an adviser can choose a solution that is right for their client and enables them to exercise choice but without overloading them with the burden of administration. Whatever solution is used, it needs to be able to evolve as the customers’ needs change. Justin Delaney, Head of Platform and Insurance, Macquarie Adviser Services Investment Trends analyst Recep Peker says recent changes are driving a shift in the mix of investments that advisers are recommending, with advisers doing more direct equities for their clients. “Over the past year advisers placed 23 per cent of their new client investments in direct shares and other listed investments,” he says. “They expect this to grow to 35 per cent by 2013. This expected growth is largely at the expense of active managed funds, shrinking from 42 per cent of new client investments in 2010 to 32 per cent in 2013.” Delaney says while technology continues to be important in driving platform developments, from a client’s perspective, there are already a large number of tools available that can be accessed and used to stay informed. He says for example, people can track the sharemarket for free with 20 minute price delays, and there are any number of online sites that contain comprehensive information about investments – and again for free. “Investors are also using social media to educate themselves about the investments they want,” Delaney says. “Studies show that when people want information on a subject, especially financial information, they turn to their family and friends.