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Showing 1 - 10 of 213 results for %22Satisfaction Report%22

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... decisions and actively participate in shaping their investment strategies but fosters a sense of empowerment and satisfaction among investors, leading to a more collaborative relationship with their wealth adviser." While a significant portion of HNW ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... Income Protection insurance, the impact of a trusted brand cannot be understated," Guiamatsia said. Regarding client satisfaction and client engagement, Zurich leads with the highest client NPS, while NRMA boasts the greatest client satisfaction for ...

Life insurers struggle with code compliance

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... industry. Life insurers must prioritise meeting claims handling and communication timeframes to improve customer satisfaction and meet community expectations," LCCC chair Jan McClelland said. The potential under-reporting of breaches and complaints by ...

Aware Super, ART hire member service heads

ELIZABETH FRY  |  MONDAY, 29 JAN 2024
... Bendigo and Adelaide Bank which has long held the title of the most trusted bank in Australia and topped customer satisfaction surveys. With a profit-for-purpose social enterprise model, Bendigo has enjoyed a better reputation than its Big Four peers ...

Super fund satisfaction improves: Roy Morgan

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
... November 2023, an increase of 0.9% from the last reported results in July 2023. The Roy Morgan Superannuation Satisfaction Report, based on findings compiled by in-depth interviews with over 60,000 Australians each year, found that despite hitting a ...

Australian Ethical FUM hits $9.67bn

ANDREW MCKEAN  |  THURSDAY, 18 JAN 2024
... continues to deliver strong and consistent business growth, through different market cycles." McMurdo also expressed satisfaction with the firm's trajectory, highlighting the pivotal role of its transformation plan in bolstering growth, scalability ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity next ...

Paraplanners unfazed by QAR, AI: Survey

KARREN VERGARA  |  WEDNESDAY, 22 NOV 2023
... impact their roles. While 67% of Australia's paraplanners are optimistic about the future and express high job satisfaction, this is however, lower than the 69% reported in last year's survey. The QAR recommended that Statements of Advice (SoAs) ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2023
... loyalty, with both factors at their highest levels in the four years since measurement started," Monteath said. Overall satisfaction improved marginally from 7.7 to 7.9, as did ease of dealing which moved from 8.0 to 8.1. Net promoter score went from ...

Super fund satisfaction still poor: Report

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2023
While super funds' returns might have recovered, member satisfaction certainly hasn't. In fact, a new report shows it's fallen even further. The latest CSBA FEAL Superannuation CX Benchmarking report found 25% of members who had recently engaged with ...
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