POWERED BY MOMENTUM MEDIA
ROY MORGAN RESEARCH
Financial planning
The cross-selling success of the big four between their superannuation and banking products is concerning and might not be in the customers’ best interest, says ME Bank C...
Financial planning
Industry body Boutique Financial Planners has called for clear disclosure of licensee ownership after Roy Morgan research revealed a large percentage of consumers were no...
Financial planning
Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....
Financial planning
Westpac most recommended by business customers, while Commbank and NAB hold the consumer space....
Funds management
New research suggests the Commonwealth Bank not only commands most market share with respect to professional services banking but also gets the boss’s banking business. ...
Editorial
ASIC was right when it issued a warning to financial services licensees to ensure they have “robust recruitment processes” in place when appointing people who have previo...
Financial planning
It may have been more than a year since the Industry Super Network (ISN) toned down its television advertising impacting financial planners, but they continue to suffer a...
Financial planning
Roy Morgan data points to strengthening business confidence among financial services and insurance firms, but eFinancialCareers claims retrenchments are the order of the ...
Life/Risk
New research reveals many Queensland flood-hit businesses were either under-insured or inappropriately insured....
Financial planning
Satisfaction among business banking customers has slipped again over the month of December, falling further below that of personal customers, the latest Roy Morgan Resear...
Financial planning
AMP's Steve Helmich explains what it means to be a professional financial planner and the value of professionalism for planners and their clients....
Superannuation
Despite some questioning of the safety of SMSFs, new research has confirmed SMSF trustees are generally more satisfied than members of other types of superannuation funds...
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
Financial planning
Consumer satisfaction with the big four banks has once again fallen while building societies and credit unions continue to maintain a clear lead, according to Roy Morgan ...
Financial planning
Dissatisfaction among the big four bank's business customers has continued in May after dropping for the first time since July 2011, according to Roy Morgan Research....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...