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Showing 111 - 120 of 438 results for "satisfaction"

Industry super satisfaction continues

HARRISON WORLEY  |  MONDAY, 16 SEP 2019
Industry superannuation funds continue to dominate satisfaction within the super sector with the retail sector continuing to be weighed down by Royal Commission fallout. Latest Roy Morgan research shows the 12 months to July served to stretch the domination ...

Secrets to selling revealed

ELIZABETH MCARTHUR  |  MONDAY, 2 SEP 2019
... like after that date, she said. That plan should be detailed and involve what will keep you active and bring you satisfaction once your business is no longer in your life, Hoskin added. Interestingly, one red flag for buyers is if an adviser says they ...

Best online brokers revealed

ELIZABETH MCARTHUR  |  THURSDAY, 22 AUG 2019
... brokers with the most satisfied customers in Australia. Bell Direct, CMC Markets and SelfWealth clients report the most satisfaction with their online broker. Bell Direct ranked first with 89% of clients reporting good or very good experiences with the ...

Advice resilient under pressure: Research

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... shows the industry's outlook as a whole remains positive. This is a key finding from Investment Trends' 2019 Licensee Satisfaction Report which further shows the advice industry remains resilient despite compliance and regulatory pressure. Investment ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
The demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report ...

Super funds hard to engage with: Research

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... more Australians choosing to stick with their fund when they change employers. Cbus, ESSSuper and UniSuper lead in satisfaction rankings among members. The high satisfaction rate for those funds was driven by website usability and quality of annual statements ...

Aussie HNWIs slip down global rankings

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2019
... US$500 billion. Despite the shrinking portfolios, the 2500 HNWIs surveyed from across the globe said their trust and satisfaction in wealth management firms remains steady. However, there are significant opportunities for wealth firms to proactively ...

Industry funds surge ahead in satisfaction

KANIKA SOOD  |  MONDAY, 8 JUL 2019
... the 12 months since then, this 1.8% gap has widened to 6%. The report said 62.5% of industry fund members reported satisfaction at end of May while just 56.5% of retail members did the same (down 3.7%). Industry funds also held 10 spots in the top 12 ...

Fund managers lag on ESG

KANIKA SOOD  |  FRIDAY, 5 JUL 2019
... purchases carbon credits to offset material carbon emissions. However, it did not provide indicators of employee satisfaction, disclose employee pay metrics, or the results of the gender gap analysis which was undertaken. The board has a low level of ...

Suncorp named Bank of the Year

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
... including home loans, investment loans, credit cards, business banking, investment lending and mobile banking. Customer satisfaction was also considered, using Roy Morgan data over the 12-months to March 2019. Money editor-in-chief Michelle Baltazar ...