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Showing 51 - 60 of 438 results for "satisfaction"

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... undertaken to help financial advisers better understand their clients' views on retirement and their main drivers of life satisfaction. The report, titled 'Retirement: The now and the then' identifies best practice principles for improving clients' financial ...

More mergers, minimal awareness: KPMG

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... online and "a marked improvement in value". "Those surveyed also reported a modest but positive improvement in their satisfaction with investment returns and products offerings following the completion of a merger," Bardsley said. "There is a strong ...

What super funds should know about Gen Z

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... pandemic has made Gen Z hungry for more financial advice and investment options, but they're looking for short-term satisfaction and we're increasingly seeing this generation make investment decisions based on limited information via social media," NGS ...

Organisations, employees disagree on work arrangements

ANNABELLE DICKSON  |  WEDNESDAY, 10 NOV 2021
The satisfaction gap between business leaders and employees on the future of work is widening, according to new research. NTT's latest Global Workplace Report found chief executives are 20% more likely to believe their organisation is very effective ...

Super advice gains traction: Research

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... their financial adviser, who helped clients grow portfolios by $140,000 on average. This led to increased client satisfaction with their adviser and super fund representative across all 18 key service metrics, Investment Trends associate research director ...

Accumulation bubble ending: AFA

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... later went on to say that the financial advice industry is the midst of a significant redesign from regulation to satisfaction and acknowledged the generation of supressed Australians who have been unable to go out and spend money. "We're redesigning ...

HUB24 profits, inflows rise

ANNABELLE DICKSON  |  TUESDAY, 24 AUG 2021
... "I am proud that HUB24 has been recognised as Australia's Best Platform Overall with the highest level of adviser satisfaction. We have tripled our platform market share to 3.9% over the last two years, and the current market dynamics provide significant ...

Industry fund tops superannuation satisfaction survey

KANIKA SOOD  |  WEDNESDAY, 28 JUL 2021
An industry fund took the top spot in Roy Morgan's latest superannuation satisfaction report. HESTA was named the winner for the six months ending June 2021, toppling Catholic Super which won the last round to January 2021. "Our focus on putting members ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... Report which found two in five advisers that use client portals benefited from improved client engagement and client satisfaction. "For this reason, we have spent considerable time and resources reimagining our client portal experience as a mobile app ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... loyalty," Vincent said. Despite this, Investment Trends' latest Adviser Technology Needs Report by overall adviser satisfaction at 75% behind HUB24 and Netwealth.