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Showing 11 - 20 of 32 results for "Client feedback"

MetLife expands retail distribution team

KRISTI CHENG  |  FRIDAY, 19 JUL 2019
... strengthening the team's senior experience. Ashton will lead the optimisation of MetLife Protect, tapping into adviser and client feedback in the newly-created role. Before moving to MetLife, Ashton was head of product at MLC Life. He has also previously ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... vice president Cynthia Loh said: "The move to subscription-based financial planning came as a direct result of client feedback about the appeal of this pricing approach, and it's clear from these early results that we've struck a chord." "Today's consumers ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... in 2017 suggested that women outperform men when it comes to generating a return on their investment, so this client feedback is not surprising. We're very pleased to see more women using robo-advice as a smart way to build their savings," Garrett ...

Adviser performance data vital to remuneration

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... metrics might include profitability, new clients won, client review activities, client retention measures, and client feedback scores. Elixir also recommends practices implement a daily 10 minute team huddle, requiring each person to report on three ...

Active managers must explain value better: Formica

DARREN SNYDER  |  TUESDAY, 3 APR 2018
... 16% to $484 billion (US$371bn). Formica said this was to be expected in a period of such change at the firm but client feedback "by and large, has been very positive and supportive."

AllianceBernstein slashes retail fees

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... AB Australia chief executive Jen Driscoll said the fee reductions "demonstrate AB's commitment to listening to client feedback and responding to it, and they have been well received." "Our value proposition was attractive when we launched these funds ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... recognised for the third consecutive year. "At Bell Direct we are continuously improving our service based on direct client feedback, so it's pleasing to see our clients clearly valuing this," Selvarajah said. Investment Trends' research director Irene ...

Concerned HNWs rolling back property exposure

ALEX BURKE  |  FRIDAY, 26 MAY 2017
Client feedback at boutique property fund manager Forza Capital suggests high-net-worth investors believe commercial property assets are fully priced. These investors are, as a result, selling off the assets and retaining the proceeds as cash rather ...

AFA Adviser, Practice of the Year named

MARK SMITH  |  WEDNESDAY, 28 OCT 2015
... financial advisers in Australia. Nominees are put through a comprehensive judging process including an in-depth client feedback survey, site visit, examination of advice documents and interviews with staff," he said. "In the final stage, advisers must ...

JPMAM appoints global market strategist

ALEX BURKE  |  THURSDAY, 20 AUG 2015
... JPMAM head of Australia funds David Hallifax. "The decision to place a strategist locally was also in response to client feedback received as part of our market consultation process and we are confident that our Market Insights program, coupled with ...