To view the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index please go to the Lifeplan website.
This discussion paper was prepared by Associate Professor Barry Burgan and commissioned but the Local Government Association. View the Media Release here. The discussion paper can be found on the LGA website at www.lga.sa.gov.au
The International Centre for Financial Services (ICFS) has today released a ‘Review of APRA Investment Performance Statistics of the Australian Superannuation Industry’. The report was commissioned by the Investment and Financial Services Association (IFSA) who requested the ICFS provide an independent and objective view on the way in which APRA report and interpret the data […]
Download media reports on the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index. Further information on the Index can be viewed here.
This is a detailed academic study that establishes the relationship between various attributes of investors’ satisfaction with their financial advisors. In particular it examines quality of technical advice, levels of trust in the advisor and perceptions of portfolio performance. It provides the data that establishes the INDEX which has a starting point of 75. Future […]