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SATISFACTION
Financial planning
With new clients demonstrating lower satisfaction levels than existing ones, Business Health has shared tips for improving clients’ contentment....
Financial planning
Less than 10% of women report they are “well prepared” for their retirement while retirement satisfaction has declined for all categories, according to CoreData....
Financial planning
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Superannuation
Members in retail superannuation funds, especially those in funds run by one of the big four banks, were the least satisfied, according to Roy Morgan....
Financial planning
The Asia-Pacific region has fuelled the global high net-worth investor population, but investors’ satisfaction with wealth management firms is low, according to new resea...
Financial planning
The Royal Commission has unsurprisingly hit consumers’ satisfaction with the banks, with negative sentiment toward the Big Four accounting for most of the drop....
Financial planning
The Commonwealth Bank remains the bank with the highest customer satisfaction of the Big Four, confirming that the recent financial planning scandals have had little imp...
Financial planning
Research from Roy Morgan showed that customer satisfaction with Bendigo Bank is the highest of the major banks....
Financial planning
Research from Roy Morgan has shown the four big banks have improved their customer satisfaction by 0.3 per cent points in the six months to June 2017....
Financial planning
Satisfaction with the big four banks was up in April and well above the average, according to Roy Morgan Research....
Financial planning
Risk advisers and other intermediaries have received a poor consumer satisfaction rating in the latest Roy Morgan research suggesting clients are happier going direct....
News
Mutual bank clients were more satisfied than the Big Four's customers, as their satisfaction fell on the back of home loan dissatisfaction. ...
Financial planning
The satisfaction level among customers of the ‘big four’ banks was higher in July, according to Roy Morgan Research....
Superannuation
Industry funds hold only a narrow lead in satisfaction over their retail counterparts, shrinking their strong market positioning. ...
Financial planning
The Commonwealth Bank of Australia is outshining the other Big Four banks when it comes to customer satisfaction, Roy Morgan Research reveals....
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MARKET INSIGHTS
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....