NPS

Financial planning

The Net Promoter Score for the Big Four is sitting at minus 1.6 for the six months to this February, significantly below the latest rating of 23.2 for banks outside of th...

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Financial planning

While annual reviews with financial advisers are the key to client and business success, only half of advisers are actually conducting them....

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Financial planning

Bank customer satisfaction has dropped to its lowest monthly satisfaction level since April 2012 as the Finance Royal Commission continues....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 19 hours ago