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...

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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...

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Financial planning

Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....

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Financial planning

Westpac most recommended by business customers, while Commbank and NAB hold the consumer space....

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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. ...

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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...

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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...

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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 ...

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Life/Risk

New research reveals many Queensland flood-hit businesses were either under-insured or inappropriately insured....

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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...

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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....

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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...

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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 ...

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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 ...

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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....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

3 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

3 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

4 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago