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 […]
In August, ICFS Director David White travelled to Qingdao, China, to pursue opportunities arising from an earlier visit in April. On this occasion he was accompanied by ICFS Advisory Board Chair Matt Walsh, Head of fund manager LifePlan. Qingdao (Population 9m) is a progressive coastal city in Shandong Province. David and Matt joined an Adelaide […]
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 […]
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
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.
To view the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index please go to the Lifeplan website.
Inaugural ICFS Advisory Board member, Matt Walsh, has been appointed Chief Executive of Lifeplan. Should the merger between Lifeplan and Australian Unity proceed Matt will lead the Lifeplan business as part of Australian Unity’s Investment business.
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 […]