Search Results | Showing 11 - 20 of 22 results for "Matt Walsh" |
| | | ... suggests that advisers have made good progress in helping clients understand the true benefit that they can provide," said Matt Walsh, head of Lifeplan. "The rise in perception levels shows return on investment is not the only, or even the main, criteria ... |
| | | | ... has redesigned its NextGen Investment and Lifeplan Education Investment Fund product offering to comply with FOFA. Matt Walsh, head of Lifeplan, said the business saw the changing regulatory environment as an opportunity to review and enhance the products ... |
| | | | ... reliability of advisers, perception of the technical ability of advisers and perception of investment performance. Matt Walsh, head of Lifeplan, said that while the latest survey, undertaken last month, took place at a time of extreme market volatility ... |
| | | | ... their adviser stood at 79.7 per cent, while those who hadn't scored 65.9 per cent - a significant difference, said Matt Walsh, head of Lifeplan. "What we're trying to establish for the benefit of the adviser, is that clients are aware that just choosing ... |
| | | | ... this age group - their youngest clients and those closest to retirement - to adjust to the market condition," said Matt Walsh, Lifeplan Funds Management general manager of strategy and Development. The University of Adelaide's International Centre for ... |
| | | | ... Adelaide, which is important to many of our members," said Lifeplan managing director, Chris Wright. Wright also announced Matt Walsh as his successor for the Lifeplan business, having last year informed the Lifeplan board that he would be retiring in ... |
| | | | ... company status. The investment structure provides more than 50 investment options from 11 Australian fund managers. Matt Walsh, Lifeplan's general manager strategy and development, said usually when an adviser's client dies, the will or the courts, distribute ... |
| | | | ... "It's not surprising to see a decrease in the Index given the market situation, but it's not a big decrease," said Matt Walsh, general manager of strategy and development at Lifeplan. "The decline in the Index is only due to some pockets of the investor ... |
| | | | ... roles with National Australia Bank, Friends Provident and Westpac. Lifeplan general manager of strategic development, Matt Walsh said the new role was created to provide "specialist technical knowledge and training to our growing business development ... |
| | | | ... sponsored research queried 400 investors across Australia about the investment advice they received from their adviser. Matt Walsh, general manager of strategic development at Lifeplan Funds Management, said the key driver behind the small decrease was ... |
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