satisfaction

Financial planning

How can advice practices strengthen client satisfaction?

With new clients demonstrating lower satisfaction levels than existing ones, Business Health has shared tips for improving clients’ contentment....

Financial planning

Retirement satisfaction and preparedness declines

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

Financial planning

Platform satisfaction continues to decline

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

Superannuation

Public sector super fund members most satisfied

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....

Financial planning

Asia-Pacific home to most unsatisfied HNWs

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...

Financial planning

Big Four hit hardest in satisfaction ratings

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

Financial planning

CBA customers still most satisfied despite scandal

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...

Financial planning

Major bank customer satisfaction backs Bendigo

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

Financial planning

Big four improve satisfaction, small banks struggle

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....

Financial planning

Satisfaction with big four up in April

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

Financial planning

Risk adviser clients least satisfied says Roy Morgan

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