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Showing 151 - 160 of 565 results for "Outsource"

Japanese bank makes major voting blunder

ALLY SELBY  |  FRIDAY, 25 SEP 2020
One of Japan's largest providers of shareholder services has admitted to a major operational blunder, after it failed to count 3.4 million postal votes for nearly 1000 companies ahead of their annual general meetings. Sumitomo Mitsui Trust Bank (SuMi ...

BlackRock wins $7.1bn mandate

KARREN VERGARA  |  FRIDAY, 11 SEP 2020
... number of schemes are currently navigating an uncertain global environment, and more and more making the decision to outsource. Our problem-solving approach to fiduciary management has resonated very well with CAAPS and we are thrilled that they have ...

Mainstream expands private equity offering

ELIZA BAVIN  |  WEDNESDAY, 9 SEP 2020
Mainstream Fund Services has expanded its private equity services in the Asia-Pacific region. Mainstream said it brought its US private equity solution to Asia-Pacific, to allow general partners to benefit from one complete system for accounting, CRM ...

Milestone Group appoints APAC lead

ALLY SELBY  |  TUESDAY, 8 SEP 2020
The head of Asia Pacific for RBC Investor and Treasury Services has been appointed to lead Milestone Group's regional business... and Australia's recently consolidated super funds are in her sights. Industry veteran Marian Azer has nabbed a ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
... market evolve, so do planners' support and service needs," he said. A staggering number of self-licensed advisers (92%) outsource or use third-party expertise for compliance and audits services, research, professional development and paraplanning. Support ...

Adviser salaries unchanged: Research

ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
The latest insights from Kaizen Recruitment show the benchmark salaries for financial advisers and paraplanners remain as they were in early 2019. The recruitment firm found that senior financial advisers with more than 10 years of experience can expect ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ...

AMP Life awards mandate post acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 JUL 2020
... choosing Equity Trustees to provide its specialist fund governance services." He added that there is an increasing trend to outsource the trustee role, both in Australia and overseas. "The role of trustee has not been well understood, but its value is ...

OneVue scores admin mandate

KANIKA SOOD  |  MONDAY, 29 JUN 2020
Amid the Sargon kerfuffle and an acquisition bid, OneVue has managed to snag its single biggest client in its managed funds administration business. Australian Unity Wealth & Capital Markets (AUWCM) has signed a five-year outsourced managed fund administration ...

Asset managers leverage tech, outsourcing for growth

ALLY SELBY  |  WEDNESDAY, 17 JUN 2020
The firms that succeed in the months ahead will leverage technology and scalable solutions to drive growth and reduce costs. That's according to new research from Northern Trust, who argue COVID-19 has highlighted the potential of technology and outsourcing ...