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Showing 421 - 430 of 500 results for "Satisfaction"

Planners rank high on client scorecard

RUTH LIEW  |  THURSDAY, 15 JUL 2010
... availability of their adviser, efficiency of issue resolution and proactive account management. The key drivers of overall satisfaction are proactive account management, followed by availability, investment return, and taking time to listen and explain ...

Review reinforces power of fund scale

RUTH LIEW  |  MONDAY, 5 JUL 2010
... that there is a real risk of "spending time debating on philosophical positions", which can lead to putting members' satisfaction with their funds at risk. "The bottom line is really whether you deliver what your members want. "You can't run a ruler ...

AFA calls for top advisers

AFA RELEASE  |  MONDAY, 21 JUN 2010
... contributed to the improvement of their community and their industry. "The award recognises business growth, client satisfaction, education and contribution to the community," said Jim Taggart, AFA president. "We believe there is a lot of extraordinary ...

AXA and Wealth.net split poses planner risk

RUTH LIEW  |  MONDAY, 7 JUN 2010
... Wealth.net platform as part of its potential AXA buy. Advisers who use the Wealth.net platform have the highest level of satisfaction with AXA's service, relative to other platforms, said Investment Trends analyst, Recep IIII Peker. Currently around ...

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
... wealth transfer strategies to recommend to clients, research shows. Latest data from the Lifeplan Financial Advice Satisfaction Index show that 61.6 per cent of 400 clients surveyed have discussed wealth transfer strategies to their next-of-kin, charity ...

More HNW investors happy with planners during crisis

MICHAEL HOBBS  |  THURSDAY, 20 MAY 2010
... manager, investment banker, or accountant specifically for tax purposes. In addition, the report found the level of satisfaction with financial planners from HNWs had increased in 2009, with 24 per cent of respondents rating the service 'very good' -- ...

Market Wrap - Morning

AAP  |  THURSDAY, 18 MAR 2010
... at 2,389.09. LONDON - European stock markets closed in positive territory on Wednesday, driven higher by investor satisfaction with a US Federal Reserve decision to maintain super low interest rates for the foreseeable future. In London, the FTSE 100 ...

Verity and newfocus unveil marketing benchmarking study

ALEX DUNNIN  |  TUESDAY, 9 MAR 2010
... half the pieces. "Secondly, I was relying on one or two key marketing metrics, like Net Promoter Score and member satisfaction, each taken at different points in time, to guide my decision-making," he said. Verity and newfocus claim the study, to be ...

Brand survey highlights top banks

MICHAEL HOBBS  |  FRIDAY, 11 DEC 2009
... of the 'banana video' to their customers justifying the move. Christopher Zinn, media spokesperson at CHOICE, said satisfaction surveys only tell part of the story. "There's a lot of satisfaction surveys and the banks are really good at coming up with ...

Macquarie Wrap notches up 10 years

COMPANY RELEASE  |  THURSDAY, 10 DEC 2009
... Macquarie Adviser Services, said the platform would continue to improve its services. "We conduct regular adviser satisfaction surveys and I believe the most important aspect of these is that we never ask advisers to rate us against others in the marketplace ...