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Showing 111 - 120 of 506 results for "satisfaction"

APRA removes Westpac liquidity add-on

CASSANDRA BALDINI  |  THURSDAY, 1 SEP 2022
... completed a program to remediate findings from an independent review of Westpac's liquidity risk management to APRA's satisfaction. "APRA has acknowledged Westpac's improved liquidity risk management and confirmed we have satisfied the conditions for ...

Competition for adviser relationships fierce: Report

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... investigation of the evolving technology needs of financial advisers, it was found that industry-wide, overall adviser satisfaction with platforms has fallen 67%, down from 72% in 2021 with advisers looking for more efficiency gains from providers. Lack ...

AZ NGA firms merge for growth

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
... burden is much greater. This deal will free me to spend more time helping my clients, which gives me the most joy and satisfaction. It'll also allow more time to focus on winning new clients and growing the business."

Cbus, Hostplus take out customer satisfaction awards

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
Cbus and Hostplus have taken out titles at Roy Morgan's annual Customer Satisfaction Awards. Cbus was awarded the Industry Superannuation Fund of the year, while Hostplus won Major Superannuation Fund of the Year. This was the first time either super ...

Class Trust adds lodgment functionality

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... administering for more than 185,000 entities on behalf of about 1600 firms, it said. "Our north star is to ensure the satisfaction of our users. As a result, we not only want to provide exceptional trust accounting and administration management software ...

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 ...