Search Results | Showing 1 - 10 of 16 results for "CoreData head" |
| | | ... except problem resolution. Investment performance was the most commonly-cited concern. Commenting on the research, CoreData head of Western Australia Kristen Turnbull said: "If super funds have any hope of engaging the younger generations, they have ... |
| | | | ... Property Index improved only marginally on last quarter (-8.2 vs. -9.2), with both remaining in negative territory. CoreData head of WA Kristen Turnbull said while sentiment has improved, investors are still hoarding cash and it's by far the most common ... |
| | | | ... member base and attract the utility-focused consumers who are more likely to be making an active choice of fund," CoreData head of financial services Kristen Turnbull said. "Communicating value is a critical way in which funds can differentiate in an ... |
| | | | ... that those who decide not to merge must justify their decision and demonstrate their future viability to APRA," CoreData head of financial services Kristen Turnbull said. "However the benefits to members need to be thoughtfully communicated with a particular ... |
| | | | ... it is not an engaging communication tool for members, who would much prefer to hear from their fund via email," CoreData head of financial services Kristen Turnbull said. The CoreData 2014 Member Growth Report gathered the views of 858 people and found ... |
| | | | ... reflective of higher loyalty with their existing fund; It could just as likely indicate apathy on the part of members," CoreData head of financial services Kristen Turnbull said. "Many of the traditional engagement indicators are actually highly correlated ... |
| | | | ... SMSF clients in the next three years, according to three quarters of both planners (73.5%) and accountants (76.7%). CoreData head of financial services Kristen Turnbull said the trend for client referrals coming to financial planners from accountants ... |
| | | | ... using this as a tool to start the 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 ... |
| | | | ... make up the bulk of SMSF asset allocation, so for the most part, returns are driven by these two asset classes," CoreData head of advice, wealth and super Salvador Saiz explains. But why is it so difficult to interest SMSFs in other types of investment ... |
| | | | ... years on compliance and regulations, 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 ... |
|