Search Results | Showing 111 - 120 of 156 results for "Turnbull" |
| | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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. ... |
| | | | ... $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 ... |
| | | | ... 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 - ... |
| | | | ... "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 ... |
| | | | 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 ... |
|