ROY MORGAN

Funds management

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

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Funds management

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

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Superannuation

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

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Financial planning

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

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Financial planning

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

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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....

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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....

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Financial planning

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

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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....

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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...

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Financial planning

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

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Superannuation

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

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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...

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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. ...

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Superannuation

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

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 16 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 17 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 16 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 1 week 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. ...

8 months 4 weeks ago

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

9 months 1 week ago