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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....
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...
Financial planning
Business confidence hit a record high in October following the election of the new Federal Government, research reveals. ...
Funds management
Declining satisfaction with relationship managers is hampering overall satisfaction with the four major banks.Declining satisfaction with relationship managers is hamperi...
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...
Superannuation
New research confirms that those migrating from retail master trusts and industry super funds to SMSFs are motivated by returns and fees....
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...
Financial planning
Latest research shows business confidence in the finance and insurance industries received a significant boost as a result of the federal election. ...
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 ...
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...
Superannuation
New research shows AMP Group has had very little success at selling banking products to its superannuation customers, unlike the Big Four. ...
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...
Financial planning
Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....
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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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...