SATISFACTION

Financial planning

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

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....

Financial planning

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

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....

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...

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....

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...

Financial planning

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

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....

Financial planning

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

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....

News

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

Financial planning

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

Superannuation

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

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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

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

5 months 2 weeks ago

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

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

5 days 4 hours 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 6 days ago

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

1 week 3 days ago