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Showing 1 - 10 of 32 results for "Client feedback"

Product showcase: A guaranteed future

THE FINANCIAL STANDARD TEAM  |  MONDAY, 11 MAY 2026
... Marquet says. And earlier this year Allianz Retire+ made enhancements to AGILE on the back of direct adviser and client feedback. This included a significant reduction in fees, halving the product fee to 0.3% per annum, which also applies on a go-forward ...

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
... Morningstar's analysts. It expects the coverage breadth of qualitatively rated funds to expand in Australia. "Client feedback and market analysis have made it clear that Australian investors and advisers most value the insights and qualitative expertise ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
... their broader financial goals can help mitigate these concerns. Interestingly, 23% of advisers noted more positive client feedback on non-custodial solutions compared to custodial ones, showing potential for increased acceptance," the report found.

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... listed as "ones to watch out for." The report said 30.4% of firms have adopted client portal technology. Survey and client feedback tool usage has grown sharply with an increase of 57.8% from 46.7%, and a further one in five 20.0% intends on adopting ...

Zenith makes senior ESG appointment

ELIZABETH MCARTHUR  |  TUESDAY, 28 SEP 2021
... perspective on how this needs to work in order to optimise outcomes for investors," Moncrieff said. "Investor interest, client feedback, manager activity and general market momentum is growing significantly in the area of responsible investing, and we ...

RI Advice names Practice of the Year

ANNABELLE DICKSON  |  MONDAY, 16 AUG 2021
... discussions." The judging process is based on factors such as client engagement, compliance, technology integration and client feedback. Pride Advice has offices in Adelaide and Sydney with six financial advisers and 14 support staff providing wealth ...

Ironbark restructures two funds

KANIKA SOOD  |  WEDNESDAY, 29 JUL 2020
... wholesale market. "Over a number of years, we have had a long and strong relationship with Lighthouse but we had client feedback that liquidity and fee structure [for the two funds] were a challenge for the retail market," said Ironbark Asset Management ...

New advice compliance solution launches

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
... additional solutions to help the financial advice and mortgage broking industries with compliance obligations. Using client feedback, MyNextAdvice says it will be able to mitigate complaints. It is a cloud-based service that enables advice businesses ...

Formalising feedback creates trust: HBL Mann Judd

ELIZA BAVIN  |  THURSDAY, 12 MAR 2020
... "Partners who have the empathy and insight and people skills can create the right environment for staff, so any client feedback is valuable for partners who are receptive to actioning feedback. When it's about raw numbers, it leads to a mindset shift ...

New tool launches to help FASEA code compliance

ELIZABETH MCARTHUR  |  MONDAY, 2 DEC 2019
... the tool is based on intellectual property that he has developed over a number of years. The service captures client feedback online and licensees can use the data to identify business growth opportunities as well as monitor adviser performance. The ...
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Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
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  |   11:09AM
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  |   12:20PM
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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