ROY MORGAN

Financial planning

Industry fund members are less involved when it comes to planning for the future than members of other types of superannuation funds, latest report finds....

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Financial planning

Australian business confidence showed signs of weakening across all states in November following strong gains in the months after the Federal election, according to the l...

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Financial planning

Business confidence hit a record high in October following the election of the new Federal Government, research reveals. ...

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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...

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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...

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Superannuation

New research confirms that those migrating from retail master trusts and industry super funds to SMSFs are motivated by returns and fees....

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Superannuation

Retail superannuation funds still lag behind industry funds in terms of customer satisfaction, research shows....

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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...

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Financial planning

Latest research shows business confidence in the finance and insurance industries received a significant boost as a result of the federal election. ...

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Financial planning

More than a million customers have ended their relationship with a financial institution in the past year, with ANZ reporting the highest proportion among the major four ...

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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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Superannuation

New research shows AMP Group has had very little success at selling banking products to its superannuation customers, unlike the Big Four. ...

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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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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 3 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 6 hours ago