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Showing 11 - 18 of 18 results for "Kristen Turnbull"

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 ...

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 ...

40% of super funds gone by 2020:CoreData

BEN COLLINS  |  TUESDAY, 7 AUG 2012
... aged over 60 will increase to 24% by 2030, from 20% today. 28% of the population will be aged over 60 by 2050. Kristen Turnbull, head of advice, wealth and super at CoreData, said the research suggested that two in five funds that exist today will not ...

Direct investors prefer scaled advice

MELANIE TIMBRELL  |  THURSDAY, 2 AUG 2012
... be likely to expand their advice relationship to full service if they were satisfied with the advice received. Kristen Turnbull, head of advice, wealth and super at CoreData, said the number of direct investors has been growing over recent years, driven ...

Advisers demand platform opt-in support

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
... platforms a new opportunity to utilise their scale to assist advisers operating under the new requirements," said Kristen Turnbull, head of advice, wealth and super, CoreData. "Advisers are looking to their platform providers to help them retain their ...
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