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Showing 111 - 120 of 500 results for "Satisfaction"

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... provide you with more of the information you're looking for at a time you need it?" he said. In terms of client satisfaction, the number one attribute clients look for isn't advisers' technical ability or the quality of the advice - but the ...

BTFG names chief customer service officer

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
... for ensuring we achieve the highest expectations on service, quality, performance and driving customer and adviser satisfaction across BT," BTFG chief executive Matt Rady said. "I look forward to her strong contribution in this important position." Rady ...

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 ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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