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Showing 171 - 180 of 395 results for "Administration services"

Advice fintech shutters Sydney office

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... large-scale, compliant quality advice." This "renewed focus" will also see Intiger introduce new complementary administration services. "Ultimately, scale requires the successful integration of the company's BOOM2 artificial intelligence solution ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... partnership will see FinPal's software integrate with DBA's shared services delivery model, including business administration services, paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... advice. FinPal's software will integrate with DBA's shared services delivery model, including business administration services, paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley said many ...

Wealth firm appoints chief financial officer

DARREN SNYDER  |  TUESDAY, 20 MAR 2018
... for more than 15 years. GDG will also be the parent company to Austock Financial Services which provides administration services, unit pricing, fund valuation, investment and fund accounting, fund administration and business registry services.

Mainstream renews boutique fund administration mandate

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
... Mainstream Fund Services has renewed one of its long-standing mandates, allowing the firm to deliver fund administration services to an Australian boutique manager. Following a comprehensive review of operations, Mainstream was reappointed by boutique ...

Australian multi-affiliate appoints custodian for Irish expansion

ALEX BURKE  |  THURSDAY, 26 OCT 2017
... multi-affiliate manager is introducing a new Irish-domiciled fund and has appointed a provider of custody and fund administration services. RBC Investor and Treasury Services (RBC I&TS) will oversee custody, administration, treasury, collateral management ...

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... bringing together these two businesses will provide existing and future clients with an enhanced platform and administration services." The merger proposal places an enterprise value of $42.5 million on Linear with consideration for Linear shareholders ...

Northern Trust wins asset servicing mandate

ALEX BURKE  |  THURSDAY, 17 AUG 2017
... entity for two of its funds earlier this month, picked Northern Trust to provide global custodial and fund administration services across its product suite. "JCP is pleased to appoint Northern Trust to service our wholesale funds and recently launched ...

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
... Valley-based SMSF service provider is McPherson Super Consulting - a firm that also provides advice and administration services. Heffron SMSF Solutions managing director Martin Heffron said McPhersons has established "an enviable reputation for technical ...

OneVue appoints fund services COO

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... chief operating officer of fund services, Richard Linnegan, will lead the firms' expansion of its fund administration services - which includes providing outsourced unit registry and superannuation services. Melbourne-based Linnegan joins OneVue after ...