TAG: International Centre for Financial Services
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
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 […]
The ICFS Biennial Report is now available to download here. The report features articles on: The determinants of customer satisfaction in the financial planning industry Funding our Future: Perception of the Value of Financial Planning Advice University of Adelaide and AMP SMSF Centre of Excellence ICFS and Accurium Retirement Essentials One Day Workshop Finance Students […]
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 […]
Read David White’s letter to the Australian Financial Review on high frequency trading here. What are your thoughts on HFT?
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.