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The Lifeplan ICFS Financial Advice Satisfaction Index is a tool for financial advisers wishing to improve their levels of client service. It is based on academic research which models the factors that explain a client's willingness to advocate their financial adviser to a friend, acquaintance or similar person.

The three attributes that most impact advocacy are trustworthiness of the planner, clients' perception of how their investments have performed, and the technical abilities of the planner.

The study also analyses how investors' age, levels of investment and duration of their relationship with their planner impacts those key aspects.

The research, sponsored by Lifeplan Funds Management, is conducted every six months by The University of Adelaide's International Centre for Financial Services.

More about the Index - PDF

The blame shifts from planners - PDF
Investors are often accused of playing the blame game.
1 July 2008

Downturn fails to dent faith - PDF
Despite the downturn in financial markets, investors remain remarkably confident in the abilities of their financial advisers, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index.
19 June 2008

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