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Showing 151 - 160 of 207 results for "Streamlining"

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
... different way." The Westpac-owned group has started by supporting financial planners with technology enhancements and by streamlining the advice processes so the adviser can reduce the time spent on administration and compliance issues. "We have also ...

Industry asks for stronger consultation after elections

LAURA MILLAN  |  MONDAY, 5 AUG 2013
... to both parties about issues such as "grandfathering, planners registering to the Tax Practitioners Board or the streamlining of fee disclosure statements."

Coalition confirms plans for FoFA amendments

LAURA MILLAN  |  TUESDAY, 9 JUL 2013
... into FoFA," the document said. The recommendations include the complete removal of opt-in, the simplification and streamlining of additional annual fee disclosure statement requirements and an improvement of the best interest duty. The Coalition also ...

UniSuper nearly ready to award $25m insurance contract

ALICE URIBE  |  TUESDAY, 21 MAY 2013
... best overall workplace super insurance package. "We believe the review will allow us to continue simplifying and streamlining our insurance benefit design, build even more flexible insurance options and ensure that we are effectively leveraging economies ...

BNP Paribas creates client-focused roles

LAURA MILLAN  |  TUESDAY, 23 APR 2013
... former head of asset owner clients Katharine Seymour will take over the role of head of relationship management. "Streamlining our relationship management function will allow us to maintain our focus on asset owner and asset manager clients, while sharing ...

Equipsuper approved to offer MySuper

ALEX DUNNIN  |  TUESDAY, 26 MAR 2013
... MySuper is only a subset of the government's broader StrongerSuper reforms that include the SuperStream program for streamlining industry transactions and administration. "While it may be challenging to demonstrate the cost benefits to members of MySuper ...

AUI makes property team appointment

LAURA MILLAN  |  FRIDAY, 15 FEB 2013
... Lambden will be responsible for reviewing all asset management activities and strategies for AUI's property funds, and streamlining property and asset management processes across the portfolio, the company said. He joined AUI in 2001 and was previously ...

AustEthical ready for business

ALEX DUNNIN  |  TUESDAY, 23 OCT 2012
... line in the sand, noted Lonsec in a recent sector review that profiled Australian Ethical Investment. The subsequent streamlining of operations has enabled the manager to lower fees from 1.35% to 0.95% in one of its flagship products, the Small Companies ...

Mandates slugged by downturn

MARK STORY  |  MONDAY, 8 OCT 2012
... "The increased skewing to large funds having so many mandates reinforces the funding that larger funds - rather than streamlining their investment management - are continuing to specialise, and use more managers in line with their own growing sophistication ...

Telstra Super brings more funds in-house

BEN COLLINS  |  WEDNESDAY, 30 MAY 2012
... new fixed income desk. "Charles River supports Telstra Super's new business initiatives by automating workflows, streamlining investment business processes and enabling it to take advantage of enhanced capabilities," said Cameron Field, managing director ...