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Jessica Amir caught up with Investment Trends’ Research Director, Recep Peker to chat about how the top financial advisers in Australia are navigating the current economic environment. 

Investment Trends, a leading financial services market research organisation, surveyed financial planners to find out what changes they have been making to clients’ portfolios since COVID-19.

In this video, Recep talks about:

• (0:40) How tech savvy financial planners are ahead of the game
• (2:06) The main questions investors are asking planners
• (3:29) How advisers are adding value amidst heightened volatility
• (4:29) What clients want: online access
• (5:04) Who’s ahead of the pack – trends among best practice advisers