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Showing 241 - 250 of 506 results for "satisfaction"

Satisfaction with industry super rising

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
Industry superannuation funds are making a comeback in the consumer satisfaction stakes as latest Roy Morgan data shows they have edged retail funds for the third consecutive month. Despite having trailed retail funds for the first seven months of 2017 ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... the partnership has seen more than 3000 members paired with a CFP, with over 96% reporting positive feedback. "That satisfaction is reflective of the fact the service is designed for them with only their interests in mind. Cbus is proud of that," Harper ...

Career progression positive for women advisers

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
... millennials seek. The majority (82%) of women said the opportunity to help people is attractive and the sense of satisfaction from helping clients is the top reason why they stay in the profession. In terms of skills, those with experience said despite ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... products, with 74.9% of advisers across all major financial planning groups selling their own products. Despite this, satisfaction levels across the industry when it comes to superannuation performance are increasing. Those who purchase superannuation ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... shows non-institutionally aligned platforms currently have the fastest growth while also topping polls for client satisfaction, adding that 75% of advisers would consider switching their primary platform. As we move into 2018, Alcock said these trends ...

Centrepoint launches new advice partnership

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... partnerships with those firms in the Partner's Circle, which were selected based on their the quality of advice, satisfaction of clients, levels of client engagement, funds under management, and engagement with Centrepoint. This will enable Centrepoint ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... goals-based approach means the business would never go back to the traditional advice model. "We have very high client satisfaction and we do attribute a lot of that to the very client-focused conversations that we're now having that a goals-based approach ...

Westpac Group results solid despite challenges

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... needed to specifically request the discount. "Despite these challenges, our business is in excellent shape: customer satisfaction has risen, employee engagement is above the global high performing benchmark, and we have achieved our goal of welcoming ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... planning software system helping financial advice businesses increase profitability, improve client engagement & satisfaction, enhance team performance & reduce business risk.