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Showing 121 - 130 of 387 results for "Portal"

Guild Super chooses new administrator

ELIZABETH MCARTHUR  |  THURSDAY, 22 APR 2021
... will be able to receive electronic communication from the fund. From April 27 to May 1, members will find that the online portal has limited functionality as the fund transitions to a new administrator. There may continue to be some processing delays ...

ClearView bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... key transformation projects underway including a new policy administration system, underwriting rules engine and adviser portal," ClearView general manager, life insurance Gerard Kerr said. "We are extremely fortunate to have Nick on board to lead the ...

Client communication investment needed: Research

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
Asset managers are struggling to get a handle on client communication demands, believing it does not lead to revenue generation, new research shows. Investment management solutions provider SimCorp surveyed 20 buy-side firms globally and found 65% believe ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... making significant investments in technology including the acquisition of Enzumo, the introduction of an online adviser portal, Centrepoint Connect, and the development of the Centrepoint Practice Dashboard tool," he said. "We believe Intelliflo's technology ...

Group insurance using shoddy data: Rice Warner

KARREN VERGARA  |  TUESDAY, 19 JAN 2021
... the fact that there are only five major group life insurers, it should be possible in the future to develop an industry portal to handle group life data more efficiently, Rice Warner said.

AFCA pivots to member experience

ANNABELLE DICKSON  |  MONDAY, 23 NOV 2020
... months, we have appointed a new head of membership services, and have commenced work on delivering a new members resources portal." The portal will include training videos and webinars to assist members in dispute resolution and encourage them to interact ...

AMP extends life insurance APL

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
AMP has updated its approved product list (APL), allowing aligned financial advisers to recommend an enhanced suite of insurers. The new APL includes AIA, BT, MetLife, OnePath/Zurich and TAL. BT and MetLife are the two new additions. And, for the first ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... able to combat this affordability challenge. He used the example of having clients upload their information to a client portal ahead of a first meeting with a financial adviser, saying some businesses found this could save hundreds of hours of work. ...

Super reforms modest negative for AMP, IOOF: Credit Suisse

KANIKA SOOD  |  WEDNESDAY, 7 OCT 2020
... benchmark two years in a row will be barred from receiving new members and listed as underperformers on a new YourSuper portal until they pick up their performance. Credit Suisse said 20% of AMP's funds under administration are from corporate super ...