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Funds management
Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks.Declining satisfaction with relationship managers is hamperi...
Financial planning
Investors belonging to particular age groups are more satisfied with their financial planners than others....
Funds management
Negative sentiment towards the US has pushed the Global Investor Confidence Index (ICI) down 5.6 points from September to 95.7, down from 101.3....
Financial planning
The wealth management industry should not only embrace digital technology but redesign its business model around the connected customer, according to a research paper....
Funds management
Australian large cap equities have outperformed fixed income by 23 per cent over the last 12 months although this is only expected to hold moderately over the coming year...
Funds management
Bank of New York Mellon chief economist points to global growth in 2014....
Accounting
A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed....
Funds management
The major four banks have hit an 18-year high in personal customer satisfaction levels, with the Commonwealth Bank reporting the highest proportion of customers in the ‘v...
Accounting
Salaries across the accounting, banking and finance sectors have remained stagnant for much of the year as labour supply continues to outweigh demand....
Superannuation
Retail superannuation funds still lag behind industry funds in terms of customer satisfaction, research shows....
Funds management
Despite reporting a higher level of customer satisfaction, the mutual banking sector has been less successful at capturing customer dollars compared to the four major ban...
Funds management
New MLC research confirms women more worried than men about retirement savings adequacy....
Financial planning
With internet speeds increasing and the adoption of mobile technology expanding, financial advisers face a big challenge when it comes to staying relevant in social media...
Funds management
Fragmented and highly regulated markets in the Asia Pacific region are making it increasingly difficult for growth-hungry fund managers to expand their reach, a survey ha...
Funds management
Despite a cautious outlook on the global recovery over the short term, Australian funds managers appear to have bullish sentiment when it comes to international and Austr...
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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...