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Showing 91 - 100 of 499 results for "Satisfaction"

Australians are unprepared for retirement: Fidelity

ANDREW MCKEAN | FRIDAY, 20 JAN 2023

... of control over the retirement event is not just a driver of emotional experience, it is also a key driver of life satisfaction," the report said. Moreover, as previously reported by Financial Standard, advised clients have a higher quality of life and ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN | THURSDAY, 19 JAN 2023

... - it just isn't for me," one respondent said. "I prefer the technical side of financial planning and get more satisfaction from writing high quality advice documents than I do working directly with clients," said another. As most paraplanners don't ...

AMP, Dexus deal delayed

CASSANDRA BALDINI | MONDAY, 9 JAN 2023

... Management (CLAMP) from entities being acquired by Dexus. Dexus explained the parties agreed to extend the date for satisfaction of conditions precedent from later this month to February 28. However, if all conditions precedent for completion are not ...

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI | MONDAY, 28 NOV 2022

... that stood out to Anderson is: "While the ethos of "the market" legitimises the pursuit of self-interest through the satisfaction of others' wants, the ethos of "the professions" aims to secure the public good through the subordination of self-interest ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS | WEDNESDAY, 23 NOV 2022

... said it is pleased to have resolved the matter. "These historical matters did not materially impact the investments' satisfaction of the ESG criteria contained in those policies and procedures," it said. "Goldman Sachs Asset Management is committed to ...

Fortnum launches new adviser support service

CASSANDRA BALDINI | TUESDAY, 22 NOV 2022

... brokerage, product research and compliance remain essential, but they don't move the dial and they don't drive adviser satisfaction," he said. "Fortnum is focused on adding value in the areas that advisers care about the most including human resources ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER | FRIDAY, 18 NOV 2022

... Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive client satisfaction and business growth for the future. "We see a trend in the industry and it's really an unprecedented industry right now ...

UniSuper appoints Peter Warne

ANDREW MCKEAN | TUESDAY, 15 NOV 2022

... board is a real vote of confidence for the future of the fund." Meanwhile, last week, a Roy Morgan Superannuation Satisfaction report showed that UniSuper had the highest customer satisfaction rating of any industry fund. UniSuper chief member and advice ...

Super fund with highest customer satisfaction named

ANDREW MCKEAN | THURSDAY, 10 NOV 2022

Roy Morgan's Superannuation Satisfaction report shows an overall decline in super fund satisfaction, but several funds have bucked the trend. The report said that overall, funds scored a satisfaction rating of 67.9% in September 2022, a decrease ...

UniSuper appoints new head of advice

JAMIE WILLIAMSON | FRIDAY, 21 OCT 2022

... responsible for education and guidance, and all kinds of financial advice, with the aim of driving engagement and satisfaction. He will develop and implement the fund's advice strategy and exploring the potential for a cost-effective digital advice solution. ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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