CUSTOMER SATISFACTION
Financial planning
Two advice professionals have shared five key takeaways as to how advisers can strengthen their communication with clients, especially at review time, in order to build d...
Financial planning
With new clients demonstrating lower satisfaction levels than existing ones, Business Health has shared tips for improving clients’ contentment....
Financial planning
Bank customer satisfaction has seen its first positive monthly move since prior to the start of the Banking Royal Commission, according to Roy Morgan’s latest survey. ...
Superannuation
As the banks face issues with customer satisfaction so too have their associated super funds, with industry funds having increased their customer satisfaction ratings ove...
Financial planning
Bank customers are less likely to recommend their bank as a result of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry,...
Financial planning
Bank customer satisfaction has dropped to its lowest monthly satisfaction level since April 2012 as the Finance Royal Commission continues....
Financial planning
Bank customer satisfaction has dropped to the lowest level since May 2012, prior to the Royal Commission, says Roy Morgan....
Superannuation
Industry superannuation fund high-balance members were the most satisfied of all super members with balances over $100,000, according to Roy Morgan....
Financial planning
The Commonwealth Bank has once again recorded the highest level of customer satisfaction out of the big four banks....
Financial planning
The Big Four’s tainted reputations have not deterred their customers who are still rating their banks at least seven out of 10, according to DBM Consultants....
Financial planning
Overall customer satisfaction levels for the Big Four remain high despite negative publicity and decreased home-loan customer satisfaction, according to a Roy Morgan surv...
Funds management
Customers were most satisfied with the Commonwealth Bank, giving it the top spot among the big four banks despite recent negative publicity surrounding the bank. ...
Financial planning
Satisfaction with the big banks among home loan customers seem to be back on track following a dip after home loan rates increased last year, Roy Morgan research found....
Financial planning
New findings from a report released by Roy Morgan show that only 6.6 per cent of Australians are using an adviser or personal bank to interact with their bank....
Financial planning
Australia’s Big Four Banks are failing to maximise their share of high net worth individuals’ (HNWIs’) wallets, despite consumer satisfaction levels being at a record hig...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...