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Showing 121 - 130 of 422 results for "Outsourcing"

The five threats to super fund survival

HARRISON WORLEY  |  MONDAY, 20 APR 2020
... more super funds move towards hybrid operating models, whereby the fund itself will manage member experience while outsourcing part or all of the back-office administration to a third party. Importantly, SS&C notes the models aren't one-size-fits-all ...

Time-poor advisers to embrace model portfolios

HARRISON WORLEY  |  WEDNESDAY, 18 DEC 2019
... spend more time with clients, SSGA head of practice management Brie Williams said Australian advisers could consider outsourcing investment management tasks. "Outsourcing some aspects of investment management such as using model portfolios, increases ...

Recognition for industry leader in fight against slavery

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 OCT 2019
... on the risks of modern in supply chains and operations. "The supply chains of superannuation trustees often involve outsourcing of activities from investment management, administration, custody, member benefit insurance, and professional services - trustees ...

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... increasingly bearish in their outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being stock-pickers and instead ...

Equity Trustees confirms international strategy

ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
... global head of fund services and executive general manager, corporate trustee services Harvey Kalman explained that outsourcing to independent parties to perform the role corporate fiduciary is a global trend. "It makes sense for fund managers to want ...

YBR to remediate wealth clients

KARREN VERGARA  |  FRIDAY, 30 AUG 2019
... Bouris said. He added that the firm is currently dealing with a number of tenderers for the sale/restructuring and outsourcing of the wealth business. "Again, the positive financial effect of this won't be booked until at least the first half of ...

Beware adviser conflicts of interest: Lonsec

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... value for your clients and you're likely not fulfilling your best interest duty." He added that for many advisers outsourcing their investment to a professional investment manager is the logical approach. "Lonsec is also in the market to acquire ...

AFA expands support for paraplanners

ELIZABETH MCARTHUR  |  MONDAY, 22 JUL 2019
... will be supported by a team of state chairs. Knight is founder and director of Contract Paraplanning Services, an outsourcing service that matches financial advisers with paraplanners for Statement of Advice production and other administrative tasks. ...

YouTube fundie woes continue

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 JUN 2019
... the hedge fund due to liquidity issues. Link Fund Solutions was the fund manager of the Woodford Equity Income Fund, outsourcing investment decisions and asset management to Woodford Investment Management. As such it is the entity accountable to the ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... With advisers aware of the need to remove conflicts from their advice following the Royal Commission, Lonsec said outsourcing managed accounts was becoming more popular. "The Royal Commission may have stopped short of a ban on vertically integrated or ...