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Showing 111 - 120 of 501 results for "satisfaction"

Online investor numbers continue to climb: Investment Trends

CHLOE WALKER  |  THURSDAY, 3 MAR 2022
... the US, being welcomed by three in five Australian online investors aged under 25." When it came to overall user satisfaction with full function platforms, Superhero took out the top spot, with six of the 16 key service areas measured by Investment Trends. ...

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 ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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