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Showing 51 - 60 of 197 results for "Roy Morgan"

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
Roy Morgan research suggests having a minimum of $300,000 triggers the need for financial advice. The survey of more than 50,000 consumers in the year to October reinforces that financial advisers tend to target clients at the top end of the income ...

Gender super gap closing but still wide

KANIKA SOOD  |  MONDAY, 15 OCT 2018
... gender gap by about 13 percentage points, but they still have only 72% of what men have in their nest eggs. According to Roy Morgan, women had $68,000 on an average in their superannuation balance 10 years ago, which was 59.2% of what men had at the ...

Bank cross-selling success declines: Research

KANIKA SOOD  |  MONDAY, 8 OCT 2018
... criticism for consistently referring existing customers to other product lines within the same institution. However, the Roy Morgan Banking & Finance Industry Currency Report has found that in reality, the big four have less than a third of their customers' ...

Industry fund members more satisfied

KARREN VERGARA  |  TUESDAY, 2 OCT 2018
... more satisfied with their fund than retail members. This is according to a survey of 50,000 participants conducted Roy Morgan, which pitted industry and not-for-profit funds against retail funds. In the 12 months to August, industry funds gained a 3.9% ...

Life insurance loyalty waning

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... provider in the 12 months to June 2018, while a further 766,000 considered switching. According to the latest figures from Roy Morgan, more than one million risk and life insurance policies had the potential to change insurer. That's 10.8% of the ...

SMSFs: Low balance, low satisfaction

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... funds dropped in the last 12 months, particularly for those with a balance of less than $250,000. Latest insights from Roy Morgan show that while satisfaction with the financial performance of SMSFs is down across the board at 82.7%, those with lower ...

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... in the 12 months to May, accounting for more than 27% of the total wealth management market. In its latest report, Roy Morgan has found that 1.96 million Australians have seen a financial adviser to purchase superannuation or managed funds. This cohort ...

Royal Commission cracks down on life insurance phone sales

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... It was designed to make agents productive but, at all times, the intended outcome was compliant sales," he said. A Roy Morgan survey released in January found the phone was the most popular means of purchasing life insurance policies.

Average superannuation balances double, female savings lag

HARRISON WORLEY  |  MONDAY, 2 JUL 2018
When it comes to retirement savings the disparity between men and women is still large, latest research shows. Roy Morgan research shows that despite a doubling of the average superannuation balances of intending retirees, females still lag well behind ...

Catholic Super backs Modern Slavery Act

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... returned 6.6% over 10 years, 9.55% over five years, 9.11% over one year. In April, Catholic Super jumped to third spot in Roy Morgan customer satisfaction ratings. The Modern Slavery Act requires 3000 companies with annual turnover of $100 million or ...