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Showing 51 - 60 of 287 results for "Benchmarking"

Super fund with highest customer satisfaction named

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
... hitting 7.3%. Meanwhile, as previously reported on by Financial Standard, in October, CSBA FEAL Superannuation CX benchmarking report found overall satisfaction has declined, leading many to consider changing funds. CSBA CX director of finance Sam Monteath ...

Super fund satisfaction takes hit

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... overall satisfaction has declined and more are considering changing funds. The latest CSBA FEAL Superannuation CX benchmarking report surveyed close to 5500 members from 20 super funds and found that customer experience has declined across all key measures. ...

APRA unmasks fund outsourcing impacts

ANDREW MCKEAN  |  THURSDAY, 6 OCT 2022
... expert's view of the market, using either an external consultant or an internal team. "Done well, both tenders and benchmarking exercises can generate real benefits for members by helping trustees to assess and, where possible, improve the value members ...

BUSSQ sees strength in niche super

ELIZABETH FRY  |  FRIDAY, 30 SEP 2022
... the best financial interest of the fund and deliver the returns required," he says. Like many, Taylor thinks the benchmarking process is flawed because of its focus on short-term returns. "So, you can't necessarily put money into long-term projects ...

Final Royal Commission reforms to be tabled, YFYS review begins

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2022
... would conduct a review after a period of implementation," Jones said. He added that it is particularly focused on the benchmarking process, saying it's sensible to look at the operation of the benchmarks. "I want to make it clear that we support ...

A strong super system cushions the economy: ISA

ANDREW MCKEAN  |  THURSDAY, 25 AUG 2022
... don't create any unintended impediments to investments in assets like venture capital. "There's the performance benchmarking under the Your Future, Your Super (YFYS) where the benchmark used for venture capital doesn't have anything to do ...

What's missing for advisers: Atchison Consultants

ANDREW MCKEAN  |  MONDAY, 22 AUG 2022
... Your Super benchmarks, and a potential source of long-term alpha. Advisers should consider whether a more nuanced benchmarking of fixed income allocations is warranted, such as splitting this into Fixed, Gloating and Inflation-Linked sleeves, Toohey ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
... delivery of the exam could be improves, such as reducing the number of questions. "I continue to support the exam as a benchmarking tool which tests the practical application of a financial adviser's knowledge, including on regulatory and legal requirements ...

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... needs and they will fall through the cracks. Where is the fairness in that outcome?" In 2019, MLC Life conducted benchmarking research into the cost of advice. It found that unless advisers can remove 20-25% of the current cost base for each business ...

Insignia Financial, Personetics partnership

CASSANDRA BALDINI  |  THURSDAY, 4 AUG 2022
... experiences - from phone calls and real-time seminars to website content, digital Statements of Advice (SOAs) and benchmarking tools for superannuation fund comparisons. We know there is more work to be done to make advice more available across life ...