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Showing 21 - 30 of 213 results for %22Satisfaction Report%22

Super fund satisfaction takes hit

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
A survey of superannuation fund members found overall satisfaction has declined and more are considering changing funds. The latest CSBA FEAL Superannuation CX benchmarking report surveyed close to 5500 members from 20 super funds and found that customer ...

Financial literacy in Australia drops by almost 10%

CASSANDRA BALDINI  |  TUESDAY, 6 SEP 2022
... surveyed 575 women and 536 men aged from 18-90 years. The joint report titled: Financial Wellbeing and General Life Satisfaction in Australia revealed respondents answered 61.69% of the five financial literacy questions. The data suggests an almost 10% ...

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 ...

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 ...

Organisations, employees disagree on work arrangements

ANNABELLE DICKSON  |  WEDNESDAY, 10 NOV 2021
The satisfaction gap between business leaders and employees on the future of work is widening, according to new research. NTT's latest Global Workplace Report found chief executives are 20% more likely to believe their organisation is very effective ...