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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

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

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 7 hours ago