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A new study has found that gender has a significant impact on investment decisions.

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Below are the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index.

FINANCIAL PLANNING ADVICE SATISFACTION INDEX May 2017 FINAL

Young clients more likely to scrutinise adviser ability IFA 060617

 

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Read about a robo adviser backed by four founding members of the Future Fund says that pre-retirees with starting balances of under $150,000 can run their own super funds, despite the corporate watchdog cracking down on providers that offer low-balance SMSF set-ups.

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Consumers may be reluctant to seek advice but a little homework can help, writes Anthony Keane from The Advertiser. Report co-author Dr George Mihaylov, from the University of Adelaide’s International Centre for Financial Services, said advisers’ financial knowledge could act as a double-edged sword, educating clients but also creating an incentive for them to dominate […]

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Experts say about $500,000 is needed before making it worthwhile to manage your own super. Read article here

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In this report we use a comprehensive dataset to have a closer look at SMSF (self-managed superannuation fund) performance. Using longitudinal data from 20,121 unique SMSFs starting from the 2008-2009 fiscal year until 2014-2015, we examine fund characteristics that contribute to large SMSFs outperforming the smaller ones. These characteristics include the diversification of SMSFs by […]

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This report provides insight into the second and third phase of the research project ‘Funding our Future: Perceptions of the Value of Financial Planning Advice’, supported by a grant from the Australian Research Council (ARC) in partnership with the Financial Services Council and conducted by a team of researchers based at the University of Adelaide, […]

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Andrea Slattery has stepped down from the ICFS Advisory Board after 12 years and will be replaced by Jordan George. Read more here.

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In August 2016, ICFS partnered with the Financial Planning Association to present an information session to students in the School of Accounting and Finance. Howard Cook, FPA’s Head of Academic Relations, focused on the significant opportunities available in pursuing a career in financial planning. He outlined some of the different career pathways within the financial […]

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New investors reaping rewards while baby boomers are worried about the future according to the Lifeplan ICFS Financial Advice Satisfaction index. The bi-annual Lifeplan ICFS Financial Advice Satisfaction index has revealed that while wealthier investors aged over 60 are worried about the future of their investments, new investors are engaging more with financial advisers and […]

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