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Showing 1 - 8 of 8 results for "Planner Business Model Report"

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... clients and gained 20, netting to a lower client base and profitability, the 2018 Investment Trends Planner Business Model Report shows. According to the 899 financial planners surveyed, clients left based on three main reasons: high fees, the lack of ...

Advisers boost practice profitability

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... Financial planners are serving more clients at a lower cost; the latest Investment Trends May 2014 Planner Business Model Report shows. The average cost of delivering full advice fell from $2,400 per client in 2013 to $2,250 per client this year. While ...

Investor confidence drives advice growth

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... financial planning space, which has seen a surge of clients looking for advice. An Investor Trends Planner Business Model Report for May 2013 found that new client inflows to advice practices increased by 22% in the 12 months to May 2013. The return ...

Advisers saturate HNW space

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... increased from $90,000 per client in 2009 to $110,000 per client in 2012, the Investment Trends 2012 Planner Business Model Report showed. Geary said that there was a misunderstanding among advisers over the difficulty of serving HNWs, a space where ...

Details still needed on opt-in: ANZ Wealth

CLAIRE MCGREAL  |  FRIDAY, 23 MAR 2012
... advisers, it's a case of getting them the technology and process." The most recent Investment Trends planner business model report showed only 18% of planners did not belong to a professional organisation, with 41% saying they were a CFP member of the ...

Soft dollar ban impact potential

ELISE BURGESS  |  THURSDAY, 29 SEP 2011
... finding that almost 45% of planners receive benefits. According to the Investment Trends' July 2011 Planner Business Model Report, 45% of planners said that they had received soft-dollar benefits from third parties in the last year while 16% receive ...

Advice 'opt in' reforms to dictate platform choice

RUTH LIEW  |  WEDNESDAY, 13 OCT 2010
... the government's proposed 'opt in' reforms. Researcher Investment Trends will release its annual 'Planner Business Model Report' next month, revealing details on who among financial advisers are just digesting the key elements of the Future of Financial ...

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
... commissions The commissions ban will affect many planners as new figures from the Investment Trends 2009 Planner Business Model Report found 56 per cent of 1,401 planners surveyed source their revenue from upfront and trailing commissions. While that ...
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