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Showing 351 - 360 of 500 results for "Satisfaction"

Fund members still resisting super engagement

ALEX DUNNIN  |  THURSDAY, 17 OCT 2013
... financial advisers were also very influential. This poor perception is echoed by Roy Morgan's latest superannuation satisfaction survey results that found in August industry funds had average satisfaction ratings of 51% while for retail funds the average ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... suggest that a 'more is more' effect is consistent across ages, with clients in all three generations reporting higher satisfaction with practices that communicate via a larger number of channels. "All generations want personal email communication to ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... Technology Report found that Midwinter's software currently holds a 7% of the market share but scores highest on user satisfaction.

Wealth division contributes to record CBA profits

MARK SMITH  |  WEDNESDAY, 14 AUG 2013
... multi-year focus on its strategic priorities. The bank met its target of becoming the market leader for customer satisfaction and completed its six-year core banking modernisation. "Consistent execution of these long-term priorities, combined with our ...

AustralianSuper to increase in-house investment capacity

JAMES FERNYHOUGH  |  MONDAY, 12 AUG 2013
... than the salary." With their "member-oriented thought process," industry funds can offer a different type of job satisfaction. Holzberger was keen to stress that in-house fund management would not be appropriate for all asset classes, but he said long-term ...

Advisers warned to check pension start dates after new ruling

MARK SMITH  |  MONDAY, 5 AUG 2013
... embedded in the governing rules of the fund so that a pension automatically commences on attaining preservation age or satisfaction of an unrestricted release condition and can be switched off by the trustee simply not making any pension payment. "Re-contribution ...

Zurich enters netwealth platform

LAURA MILLAN  |  TUESDAY, 16 JUL 2013
... identified that our low platform fees combined with access to multiple insurers has been a key driver of adviser satisfaction," Heine said. Zurich Life is the third insurance option to enter the netwealth platform. "Risk on platform is a rapidly growing ...

Advisers hitting SMSF service targets

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
... superannuation funds (SMSF) is on the rise according to a new study by Macquarie Adviser services. This year's Cash Satisfaction Survey has revealed that advisers' self-evaluation for meeting the needs of SMSF clients had increased from 8.4 out of ten ...

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Planner satisfaction with platforms reached the highest level recorded in an annual Investment Trends' study's ten-year history, surpassing the high that was achieved in 2012. The study is based on a survey of 1,141 financial planners and concluded ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... planning tool for half of Australian planners." Despite its small market share, Midwinter scored highest on user satisfaction, with XPLAN scoring higher than COIN.