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ROY MORGAN
Funds management
IOOF has pointed to research suggesting workplace superannuation and partnership arrangements with employers represents a growth area for advisers....
Funds management
New research confirms banks are far from dominant in the wealth management space....
Superannuation
More members switching super funds were demanding professional financial advice, with fewer people going to their employer....
Financial planning
Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia’s Big Four banks, a new survey reveals....
Financial planning
The latest Sensis Business Index showed small and medium businesses in the finance and insurance sector remain confident despite overall confidence decline....
Financial planning
Business confidence dropped to its lowest level in December 2014 since August 2011, down 14.4 per cent from November to 105.3....
Financial planning
The big four banks lag behind the smaller ones with a customer satisfaction rate of 67.6 per cent compared to smaller banks’ 72.2 per cent, Roy Morgan research found....
Financial planning
There is potential for banks to provide products for children, as research finds they have saved more than $650 million....
Financial planning
CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....
Superannuation
Industry superannuation fund members with balances of more than $250,000 are more satisfied with their funds’ performance then those who invested with retail funds, a sur...
Financial planning
Federal Budget uncertainty impacts business confidence but finance and insurance sector remains most confident....
Superannuation
Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...
Financial planning
Banking consumers still rate CBA as the leader among the country’s ‘Big Four’ for customer satisfaction, despite negative publicity surrounding the bank’s financial plann...
Financial planning
Australian customers have little loyalty to their bank, with most splitting their investments and products across four or more financial institutions, a survey shows. ...
Superannuation
ATO deputy commissioner warns that SMSF trustees should not view their funds as “set and forget” exercises....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....