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Showing 1 - 10 of 18 results for "Kristen Turnbull"

Super funds struggling as member engagement decreases

ALEX BURKE  |  MONDAY, 8 AUG 2016
... 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 to stop talking about retirement. "There's ...

Sentiment recovers but cash still king

MARK SMITH  |  THURSDAY, 9 JUN 2016
... 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 recent investment among ...

Australians pessimistic about retirement lifestyle

KERRIE SYDEE  |  MONDAY, 18 APR 2016
... understanding of what an annuity can offer and only 27.3% claimed they were likely to purchase one in retirement. Kristen Turnbull, head of WA at CoreData, said that the average superannuation balances at retirement of $292,500 for men and $138,150 for ...

Industry fund brands stronger than retail

MARK SMITH  |  FRIDAY, 30 JAN 2015
... 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 industry that suffers from ...

Super fund mergers could risk member attrition

LAURA MILLAN  |  FRIDAY, 16 JAN 2015
... 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 focus on economies of scale ...

Compare the pair ads fail to excite members

LAURA MILLAN  |  THURSDAY, 15 JAN 2015
... 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 that there is a mismatch in communication ...

Retail fund members most likely to establish SMSFs

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
... 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 with switching intent. It could be ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... 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 suggested a need for planners to start ...

Gen Ys most keen on intra-fund advice

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... 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. ...

Advisers need soft skills first to engage new clients

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... 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 ...
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