ROY MORGAN

Funds management

IOOF has pointed to research suggesting workplace superannuation and partnership arrangements with employers represents a growth area for advisers....

image
Funds management

New research confirms banks are far from dominant in the wealth management space....

image
Superannuation

More members switching super funds were demanding professional financial advice, with fewer people going to their employer....

image
Financial planning

Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia’s Big Four banks, a new survey reveals....

image
Financial planning

The latest Sensis Business Index showed small and medium businesses in the finance and insurance sector remain confident despite overall confidence decline....

image
Financial planning

Business confidence dropped to its lowest level in December 2014 since August 2011, down 14.4 per cent from November to 105.3....

image
Financial planning

The big four banks lag behind the smaller ones with a customer satisfaction rate of 67.6 per cent compared to smaller banks’ 72.2 per cent, Roy Morgan research found....

image
Financial planning

There is potential for banks to provide products for children, as research finds they have saved more than $650 million....

image
Financial planning

CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....

image
Superannuation

Industry superannuation fund members with balances of more than $250,000 are more satisfied with their funds’ performance then those who invested with retail funds, a sur...

image
Financial planning

Federal Budget uncertainty impacts business confidence but finance and insurance sector remains most confident....

image
Superannuation

Consumer satisfaction with the financial performance of superannuation has climbed to its highest point since the global financial crisis according to research conducted ...

image
Financial planning

Banking consumers still rate CBA as the leader among the country’s ‘Big Four’ for customer satisfaction, despite negative publicity surrounding the bank’s financial plann...

image
Financial planning

Australian customers have little loyalty to their bank, with most splitting their investments and products across four or more financial institutions, a survey shows. ...

image
Superannuation

ATO deputy commissioner warns that SMSF trustees should not view their funds as “set and forget” exercises....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

1 day 8 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

1 day 10 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

4 days 10 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 3 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