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The Lifeplan ICFS Financial Advice Satisfaction Index – April 2017

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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SMSF Retirement Essentials Launch

Further to our announcement on 23rd February, the official launch of the first ICFS and Accurium SMSF Retirement Essentials course was held at the National Wine Centre on 16th March 2016:

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Gen Y’s satisfaction with financial advice surges as advice index hits high

Investors aged under 30 have shown a surge in satisfaction with their financial advisers, beating the satisfaction levels of all other age groups, according to the April 2015 survey results of the Lifeplan ICFS Financial Advice Satisfaction index*. Read the full media release and report from Lifeplan below: Lifeplan Media Release – Financial Advice Satisfaction […]

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Poor advice from financial planners has damaged the image of the financial advice industry

The director of the University of Adelaide’s International Centre for Financial Services, David White, says revelations of systemic poor advice from financial planners from two of the big four Australian banks have damaged the image of the financial advice industry and its customers. Read more here.    

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The Lifeplan ICFS Financial Advice Satisfaction Index

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

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University of Adelaide and AMP to form SMSF Centre of Excellence

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 […]

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Lifeplan

The Lifeplan ICFS Financial Advice Satisfaction Index

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.

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Lifeplan

The Lifeplan ICFS Financial Advice Satisfaction Index

To view the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index please go to the Lifeplan website.

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Lifeplan

The Lifeplan ICFS Financial Advice Satisfaction Index – latest findings

Download media reports on the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index. Further information on the Index can be viewed here.

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Dr Syed Ali invited to the judging panel for “Future Leaders of the Wealth Management Industry”

Dr Syed Ali has recently been invited to join the judging panel for the IFSA and Deloitte 2008 “Future Leaders” Award programme. This programme has been designed to recognise, reward and promote young talent in the Wealth Management Industry. Due to his expertise and high standing in the industry, Dr Ali will be on the […]

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