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Showing 81 - 90 of 213 results for %22Satisfaction Report%22

SMSFs: Low balance, low satisfaction

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
Satisfaction with self-managed superannuation 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 ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... May and traded at $13.55 at publication time. More than 1100 advisers surveyed in the Adviser Ratings' annual satisfaction survey rated HUB24 as one of the top five administration platforms in terms of investment functionality. The list included ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Financial advisers rated Netwealth as the top administration platform in Adviser Ratings' annual satisfaction survey. More than 1100 advisers surveyed in the Financial Advice Landscape Report said Netwealth delivered the best investment functionality. ...

Catholic Super backs Modern Slavery Act

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... 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 more to publish board-signed ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... planners and their clients," he said. Advisers canvassed in the survey said netwealth is the platform of choice based on satisfaction, followed by CFS FirstChoice. AdviserLogic leads in planning software satisfaction for the third year running. Aside ...

Efficiency and transparency drive client satisfaction during life claims: Beddoes

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
Latest Beddoes Institute research reports client satisfaction at claim time is driven by two key factors. Efficiency in claims lodgement, and assessment processes backed by transparent ongoing claims management are the strongest drivers of client satisfaction ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
... However the research claimed the transformation needed quicker implementation, with Capgemini highlighting lower HNWI satisfaction with hybrid-advice, and HNWIs curiosity in wealth management services offered by BigTechs - with more than 50% of HNWIs ...

ANZ culls sales incentives for planners

KANIKA SOOD  |  MONDAY, 7 MAY 2018
... said. Today, ANZ said it has removed all sales incentives for bonuses and will now only asses performance on customer satisfaction, risk and compliance standards and ANZ values. To keep its adviser pool clean of inappropriate planners, ANZ is promising ...

Smaller super funds lead Roy Morgan rankings

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... An industry super fund with $8.1 billion in funds under management has topped the Roy Morgan Superannuation Satisfaction Report for the seventh month in a row. Tasplan, the industry superfund with 145,000 members, has again topped the Roy Morgan monthly ...

Aussies turn to online trading in droves

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
... value, and there are signs that brokers' relentless focus on innovation is starting to have an impact." In terms of satisfaction among online investors, Bell Direct remained number one for overall satisfaction, followed closely by CMC Markets. CommSec ...