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Showing 131 - 140 of 427 results for "Outsourcing"

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 ...

Name and shame super sectors: AIST

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
... would also count as a complaint against the wealth manager. Additionally, given the superannuation industry's use of outsourcing, AIST wants the public report to include data which identifies the financial organisation against which the complaint was ...

ASIC suspends advice group AFSL

ELIZABETH MCARTHUR  |  THURSDAY, 2 MAY 2019
... now managing director at Valenta BPO - a company which specialises in process consulting, digital transformation and outsourcing. He is also the founder of Nuclear CRM, an online platform for financial advisers to manage their business. His LinkedIn ...

New SMSF admin platform launches

KARREN VERGARA  |  TUESDAY, 9 APR 2019
... cost-efficiencies for the benefit of our clients through smart technology, rather than through lower labour costs via overseas outsourcing," he said. "Recent changes to superannuation regulations has resulted in the need for real-time administration ...

Bond fund launches to local investors

KARREN VERGARA  |  MONDAY, 11 MAR 2019
... geography, industry and sector. "However, some investors may not have the resources to manage such a diverse portfolio. Outsourcing the asset allocation decisions between the wide range of credit asset classes on offer, allows the investors to be nimble ...

Hiring outlook subdued: Poll

KARREN VERGARA  |  MONDAY, 4 FEB 2019
... movement continues to create skills shortages, which in turn is leading to salary increases for paraplanners and the outsourcing of this function in smaller businesses to third party providers." More than 60% of executives surveyed in the latest TAS ...