Search Results | Showing 31 - 40 of 43 results for %22Advice Efficiency Survey%22 |
| | ... funds, a shift reinforced by even retail funds beginning to embark on a fee price war although this is more about unbundling advice costs in selected new funds than it is about a general lowering of total retail superannuation prices," noted the report. ... |
| | | ... 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 demonstrate the ... |
| | | ... Fogarty questions whether clients always end up buying the right type of cover. He says businesses that receive broker advice typically wind up with insurance programs that better match their peculiar needs, plus better experience at claims time as they ... |
| | | ... 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 client base by ... |
| | | Planners prefer direct equities with around 30 out of every 100 planners already including direct shares in their advice model, 70 per cent of which through a platform although cost is still a factor. Direct shares is surging in popularity in planner ... |
| | | ... businesses we can work with but we have very strict filters," said Englund. Securitor hopes to attract good quality financial advice or professional services businesses that are looking to grow and expand, enabling them to operate more effectively and ... |
| | | ... knowing their own placement and not their competitors. Richard Nunn, MLC and NAB Wealth's executive general manager of advice and marketing, said the results confirm that a fee for advice model has been proven to be better for adviser business. "We help ... |
| | | ... efficiency in the superannuation sector, the survey is a massive wake-up call. Jo-Anne Bloch, Mercer partner and financial advice leader who is the former chief executive of the Financial Planning Association, said, "These findings highlight the potential ... |
| | | ... investors gave advisers rating of 7.5 out of 10, ranking them among the top three most trusted people who give professional advice - next only to the family doctor and the dentist. The caveat is that the high rating comes only from those who already ... |
| | | ... 0.67 per cent in investment management fees. Retail funds, on average, charge the most, which is 1.46 per cent, excluding advice costs. However, Deloitte partner Michael Monaghan said that it's very hard to make like-for-like comparison here with retail ... |
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