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Showing 1 - 5 of 5 results for "Lifeplan ICFS Financial Advice"

Women and Gen X happiest with advice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... and those aged under 45 are the most satisfied with their financial adviser, according the latest Lifeplan ICFS Financial Advice Satisfaction index. The Lifeplan ICFS survey, undertaken every six months in partnership with the University of Adelaide ...

Male clients miffed with advisers

BEN COLLINS  |  FRIDAY, 16 NOV 2012
... financial adviser has declined over the last six months, largely driven by men, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index. It is the first time since 2007 when the survey was started, that there has been a divergence in ...

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
... disengaged with the value of financial advice, with younger investors among the most dissatisifed. The Lifeplan ICFS Financial Advice Satisfaction survey is undertaken every six months by Lifeplan Funds Management in conjunction with the University of ...

Fin advice satisfaction down: Lifeplan

COMPANY RELEASE  |  WEDNESDAY, 3 JUN 2009
The latest Lifeplan ICFS Financial Advice Satisfaction Index fell 4.3 per cent in the last six months, with financial planning clients unevenly split between those who are likely to stick with their planner and those that are more vulnerable to cutting ...

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
... satisfaction with the advice they are receiving from their financial planners, new research shows. The Lifeplan ICFS Financial Advice Satisfaction Index decreased slightly from 74.3 six months ago to 73.2 in June. As a whole, there was a decline in investors' ...
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