SATISFACTION

Financial planning

Less than 10% of women report they are “well prepared” for their retirement while retirement satisfaction has declined for all categories, according to CoreData....

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Financial planning

Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...

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Superannuation

Members in retail superannuation funds, especially those in funds run by one of the big four banks, were the least satisfied, according to Roy Morgan....

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Financial planning

The Asia-Pacific region has fuelled the global high net-worth investor population, but investors’ satisfaction with wealth management firms is low, according to new resea...

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Financial planning

The Royal Commission has unsurprisingly hit consumers’ satisfaction with the banks, with negative sentiment toward the Big Four accounting for most of the drop....

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Financial planning

The Commonwealth Bank remains the bank with the highest customer satisfaction of the Big Four, confirming that the recent financial planning scandals have had little imp...

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Financial planning

Research from Roy Morgan showed that customer satisfaction with Bendigo Bank is the highest of the major banks....

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Financial planning

Research from Roy Morgan has shown the four big banks have improved their customer satisfaction by 0.3 per cent points in the six months to June 2017....

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Financial planning

Satisfaction with the big four banks was up in April and well above the average, according to Roy Morgan Research....

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Financial planning

Risk advisers and other intermediaries have received a poor consumer satisfaction rating in the latest Roy Morgan research suggesting clients are happier going direct....

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News

Mutual bank clients were more satisfied than the Big Four's customers, as their satisfaction fell on the back of home loan dissatisfaction. ...

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Financial planning

The satisfaction level among customers of the ‘big four’ banks was higher in July, according to Roy Morgan Research....

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Superannuation

Industry funds hold only a narrow lead in satisfaction over their retail counterparts, shrinking their strong market positioning. ...

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Financial planning

The Commonwealth Bank of Australia is outshining the other Big Four banks when it comes to customer satisfaction, Roy Morgan Research reveals....

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Financial planning

Banking consumer satisfaction levels have hit a 20-year high, with the Commonwealth Bank of Australia number one among the Big Four institutions....

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MARKET INSIGHTS

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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...

6 days 18 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...

6 days 19 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...

1 week 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. ...

9 months 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