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Showing 111 - 120 of 156 results for "Turnbull"

Gen Ys most keen on intra-fund advice

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... conversation with younger members about the value of superannuation savings," CoreData head of financial services Kristen Turnbull said. But intra-fund take up is still low; with only 33.5% of members currently using their fund's financial planning services. ...

Advisers need soft skills first to engage new clients

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... there is the danger that first appointments become a tick-a-box exercise," CoreData head of financial services Kristen Turnbull said. The CoreData report details financial planners' ability to engage real buyers of investment, superannuation and insurance ...

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
... advice particularly around simple aspects such as budgeting and goal setting," CoreData head of financial services Kristen Turnbull said. "The opportunity spans generations, with advice seekers most likely to be Generation X, however Baby Boomers and ...

Compliance costs Aussie advisers $15k versus global peers

MARK SMITH  |  TUESDAY, 4 MAR 2014
... these activities can have a tangible impact on growth and profitability," CoreData head of financial services Kristen Turnbull said. Comparing the two adviser types, aligned advisers spend more time than independent advisers and the average Australian ...

UCA introduces fossil fuel screening

JAMES FERNYHOUGH  |  FRIDAY, 28 FEB 2014
... to entertain the possibility of screening carbon emitting companies. The super fund's chief investment officer Craig Turnbull said he would raise the issue at a board meeting in December last year. So far the fund has made no commitment in this area. ...

LGS carbon screening possible, but not imminent

JAMES FERNYHOUGH  |  WEDNESDAY, 11 DEC 2013
... LGS head of sustainability Bill Hartnett. Hartnett's comments follow those made by LGS chief investment officer Craig Turnbull yesterday in the Australian Financial Review, in which he advocated introducing such a screen ahead of yesterday's board meeting. ...

State Street wins $780m LGS mandate

JAMES FERNYHOUGH  |  MONDAY, 22 JUL 2013
... $780 million active Australian equities mandate from Local Government Super (LGS). LGS chief investment officer Craig Turnbull said the mandate reflects a move towards more active risk in the portfolio. "Based on the success of our long-term relationship ...

Would-be clients snub advice

MARK SMITH  |  FRIDAY, 18 JAN 2013
... demonstrate the quantifiable or tangible benefits of seeking advice, given the cost to would-be clients," said Kristen Turnbull, head of advice wealth and super at CoreData. "Often it is the intangible benefits - such as peace of mind and certainty - ...

netwealth cost focus pays off

MELANIE TIMBRELL  |  WEDNESDAY, 22 AUG 2012
... "The number one thing advisers would like their platform to improve in 2012 is lower cost to the investor," said Kristen Turnbull, head of advice, wealth and super at CoreData. "In the current environment, advisers are under pressure from clients to ...

Super loyalty defies low return expectations

BEN COLLINS  |  TUESDAY, 14 AUG 2012
CoreData research reveals robust investor attachment to non-performing funds. It is investor apathy, argues Kristen Turnbull the researcher's head of advice, wealth and super which led over half of the members surveyed (57%) to suggest they would stick ...