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Showing 1 - 2 of 2 results for "CoreData Keys"

Clients prefer good reputation, knowledge over low fees

LAURA MILLAN  |  WEDNESDAY, 6 AUG 2014
... expertise to be more important than low fees or even independence from large financial institutions. The latest CoreData Keys to Growth Report 2014 shows that client's top key considerations when selecting a financial adviser are good reputation (9.4% ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... from less wealthy segments. About a third of advised Australians are in danger of leaving their current adviser, CoreData Keys to Growth Report indicates. The study segments advised Australians into Bonded, Firm, Loose or At Risk of Leaving and found ...
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