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Showing 1551 - 1560 of 4002 results for "Administration"

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access current term deposit rates across a wide range of Australian ...

ASIC and Westpac court battle sees mixed outcome

DARREN SNYDER  |  FRIDAY, 4 JAN 2019
... to breach the Corporations Act. Judge Jacqueline Gleeson said ASIC failed to demonstrate that Westpac Securities Administration Limited (WSAL) and BT Funds Management (BTFM) provided personal financial product advice to 15 customers over the consolidation ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... and insights into it. "The whitepaper shows that advisers who use managed accounts are reporting reduced manual administration, more regular communication with their clients, and improved risk controls in managing client portfolios," he said. Eighty-seven ...

State Super CIO exits

KARREN VERGARA  |  FRIDAY, 21 DEC 2018
... while Aneesa Samuel was named as general manager of vendor management. Samuel joined the fund in 2014 as manager of administration and then became general manager of people and culture. She has moved on to become a senior consultant at First State Super ...

OneVue offloads trustee business

KARREN VERGARA  |  THURSDAY, 20 DEC 2018
... Diversa business in 2016 for $49.8 million and it will retain Diversa Super - part of OneVue's super member administration business. Sargon will pay $37 million on completion and a contingent $8 million payable in 12 months. The transaction is due ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
Praemium and Asgard Capital Management have extended their 11-year portfolio administration partnership for at least another three years. The current contract was due to expire in November 2019, however both businesses have agreed to extend the relationship ...

Former adviser charged over super theft

JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
... Parramatta and Mosman. Constantia Capital and Prettoria Capital are both now in liquidation. AFS Group was placed in administration in April 2013 and then voluntary liquidation a month later, having suffered substantial financial trouble.

Link hires former State Street MD

DARREN SNYDER  |  MONDAY, 17 DEC 2018
... management and a number of client transformations. Link Fund Solutions provides outsourced middle and back office administration, fund accounting services and transfer agency services to more than 100 clients with over $50 billion of funds under administration. ...

MLC admin error hits superannuation DB members

KARREN VERGARA  |  FRIDAY, 14 DEC 2018
MLC confirmed that one of its superannuation funds under the Plum brand incurred an administration error. It is understood the admin error affected about 30 members from a legacy ExxonMobil defined benefit scheme. MLC did not disclose if the incorrect ...

Super admin provider adds chief information officer

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
... The director of Westpac's security risk and culture program has joined an ASX-listed provider of superannuation administration and trustee services. Anne Coull has been appointed chief information officer at OneVue. The group said the appointment reflects ...