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Showing 701 - 710 of 1210 results for "Switch"

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
... would encourage advisers to keep recommending margin lending. Lower interest rates keep being the reason why planners would switch lenders, with 37% saying they would change their main margin lender for lower rates and, on average, they are looking for ...

Retail super members more likely to switch funds

JAMES FERNYHOUGH  |  TUESDAY, 14 JAN 2014
Retail superannuation fund members are more likely to switch funds than their industry and SMSF counterparts, with investment performance being the main concern cited, according to a report by Roy Morgan Research. The report, entitled 'Superannuation ...

Advisers risk losing clients, fail to target new ones

LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... Risk clients have been using their current adviser for the past ten years. Bonded respondents said that they would not switch advisers if they were offered the same service for less money. In contrast, one quarter of those At Risk would move straight ...

Retail funds top super rankings survey

JAMES FERNYHOUGH  |  FRIDAY, 6 DEC 2013
Roy Morgan has released research in which it gives 20 superannuation funds a "consumer brand ranking", using the affluence of members as a central criterion for the fund's overall ranking. Retail funds heavily dominate the top ten, with CBA, Mercer ...

Performance, fees still major retention risk

ALEX DUNNIN  |  FRIDAY, 29 NOV 2013
... service utilised by people in the top 40% of incomes, noted the research. Even though employment is the main reason people switch super funds, the importance of this factor has fallen from 84% in 2005 to 63% in 2013 - suggesting that if this trend continues ...

Cbus shifts custody from NAB to JP Morgan

JAMES FERNYHOUGH  |  TUESDAY, 19 NOV 2013
Industry super fund Cbus has confirmed that J. P. Morgan will be the fund's new custodian, after 20 years with National Australia Bank (NAB) Asset Servicing. J.P. Morgan will take over custody of Cbus' almost $25 billion funds under management in 2014. ...

Internet chosen ahead of professionals for advice

MARK SMITH  |  MONDAY, 11 NOV 2013

HOSTPLUS switches insurers to MetLife

JAMES FERNYHOUGH  |  WEDNESDAY, 6 NOV 2013
Industry fund HOSTPLUS has made a change to its life insurance offering, switching from ANZ's OnePath to MetLife. HOSTPLUS chief executive David Elia said: "I am pleased to announce the appointment of MetLife as our Group Life Insurance partner. "We ...

Over 1 million customers breakup with banks

LAURA MILLAN  |  TUESDAY, 24 SEP 2013
... institution. High fees and charges, poor service and poor interest rates are among the main reasons why customers decided to switch their main financial institution. However, the survey doesn't reveal where the clients went after leaving the financial ...

Link calls on govt to remove Stronger Super red tape

MARK SMITH  |  TUESDAY, 24 SEP 2013