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
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 […]
Experts say about $500,000 is needed before making it worthwhile to manage your own super. Read article here
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 […]
Read about a University of Adelaide study by Dr Paskalis Glabadanidis, which looks at more than 30 years of Australian share returns and shows that growth stocks have performed worse than the overall market. Read article here.
To view the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index please go to the Lifeplan website. Articles quoting the index: Financial Observer – Wealth creation priorities change with age Money Management & Independent Financial Adviser
The International Centre for Financial Services (ICFS) at the University of Adelaide together with AMP have agreed to form a Centre of Excellence in self-managed super funds (SMFSs), the first of its kind in Australia. The centre is expected to be operational by the end of 2014. Using AMP’s expansive SMSF database and the expertise […]
To view the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index please go to the Lifeplan website. See articles quoting the index here. See isentia article here. See Financial Planning article here.
View the: 2009 Annual Review. 2010 Annual Review. 2011 Annual Review. 2012 – 2013 Biennial Review. If you have any questions regarding ICFS and it’s activites please do not hesitate to contact Tania Turner via email or on (08) 8313 8398.