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Showing 1 - 10 of 65 results for "Benchmarking Report"

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment framework from advisers, as efficiency pressures from client-facing activities continue ...

Super fees continue to fall: Rainmaker

ANGELIQUE MINAS  |  WEDNESDAY, 29 OCT 2025
The Superannuation Benchmarking Report by Rainmaker Information shows FY25 saw superannuation fund fees fall for the sixth consecutive year. Super fund members, including self-managed super fund (SMSF) members, paid an industry aggregate of $34 billion ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... offshore and returned earnings to shareholders. The latest Investment Trends Platform Competitive Analysis & Benchmarking Report shows that HUB24 continues to top user satisfaction in the latest survey, closely followed by Netwealth and Praemium.

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... primarily use it for reporting and editing purposes, according to the 2024 Platform Competitive Analysis & Benchmarking Report. Thirty-six percent said they are interested in AI but need to be trained, while 31% have no intention to use it at all. A ...

Group insurance cheaper by 25%: Rainmaker

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... directly with an insurer by as much as 25%, new research from Rainmaker Information shows. The latest Rainmaker Benchmarking report finds that cost savings for group insurance members ranged from $92 for a 40-year-old to up to $450 for a 60-year-old. ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
Investment Trends 2023 Platform Benchmarking Report has positioned HUB24 as the best full-function platform, narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2023
... to take their retirement savings elsewhere. That's according to the latest CSBA FEAL Superannuation CX Benchmarking report, which surveyed more than 7200 members from 100 different super funds. It's also an improvement on the report's last ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... have thrived amidst major industry reforms and a tough macroeconomic environment. The 2023 Financial advice benchmarking report defines a high-performing firm as one that generates a profit margin of 56% (before owner salaries) compared to 44% in other ...

Super fund satisfaction still poor: Report

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2023
... 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 their super fund are at a high risk of taking their retirement savings ...

Super fund ESG options underweight BHP, overweight CSL

RACHEL ALEMBAKIS  |  THURSDAY, 8 JUN 2023
... and ResMed, according to Rainmaker Information. Rainmaker Information has released its most recent Rainmaker Benchmarking report, which features inaugural research into super funds portfolio holdings disclosure as of 30 June 2022. As part of the report ...
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