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Showing 1 - 10 of 60 results for "Benchmarking Report"

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 ...

MySuper inches to $1tn

KARREN VERGARA  |  WEDNESDAY, 24 MAY 2023
... outperform the Lifecycle MySuper Index across all age groups through the 12-month period," the latest Super Benchmarking report shows. "This marks the eleventh month of continuous underperformance of lifecycle products against single strategy product ...

Industry fund bags consecutive customer experience award

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
... from Customer Service Benchmarking Australia (CSBA). Spirit Super ranked first again in CSBA's SenseCX benchmarking report, which evaluates ease, sentiment and success of customer interactions. The report analysed 16 super funds, with IOOF, Australian ...

Super fund with highest customer satisfaction named

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
... 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 said ...

Super fund satisfaction takes hit

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... 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. ...

28% of super products rated AAA

ELIZABETH MCARTHUR  |  THURSDAY, 7 APR 2022
... rating. There are 174 super funds in Australia, according to Rainmaker Information's latest Superannuation Benchmarking Report. Only 66 of these funds had at least one product with a AAA Quality Rating. Out of the AAA products, 79 are workplace products ...
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