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Showing 171 - 180 of 565 results for "Outsource"

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services. Focus has entered a definitive agreement to partner with Ravi Agarwal's MEDIQ Financial ...

Product provider makes big FASEA promise

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... adviser without ongoing conflict. That means financial advice practices with managed discretionary accounts (MDAs) could outsource the investment function of those MDAs. Lonsec also referred to Standard 6 which states: "Where your clients indicate they ...

Pension assets climb towards $50 trillion

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... and greater role specialisation in certain asset classes, such as private markets. "Smaller funds are continuing to outsource all or part of their CIO-type decisions and we expect this to continue." As for the Australian market, Willis Towers Watson ...

How to lose a mandate

KANIKA SOOD  |  MONDAY, 10 FEB 2020
A concern other than the usual key personnel and fee changes is gaining traction among institutional investors in triggering unplanned reviews of external investment mandates, says new research. CoreData surveyed 117 institutional investors from around ...

Grow Super signs first admin client

KANIKA SOOD  |  FRIDAY, 7 FEB 2020
Grow Super has signed its first client for its superannuation administration platform which is based on distributed ledger technology. Startup superannuation fund GigSuper came onboard in late December, Grow Super deputy chief executive Adam Gee said. ...

Global firm appoints Australia chief

ALLY SELBY  |  THURSDAY, 5 DEC 2019
... regions, including growing the firms products across equities, equity derivatives, convertible bonds, event-driven, outsource, and global portfolio and ETF trading. He will also focus on advancing the firm's algorithmic trading capabilities. BTIG Asia-Pacific ...

Sargon opens door to trustee tech

ELIZA BAVIN  |  TUESDAY, 3 DEC 2019
... ultimately delivering better outcomes for retirees." Kingston added that over 25% of public offer superannuation funds outsource trustee operations and she believes that share is likely to grow significantly. "We believe this continues to be the optimal ...

Grow Super hires Qantas Super executive

KANIKA SOOD  |  MONDAY, 2 DEC 2019
Grow Super has hired Qantas Super's chief operating officer, as it looks to divest its superannuation business and pivot towards administration services. Grow Super is currently looking for a buyer for its $39 million (as at June end) of superannuation ...

How much a self-licensee spends on compliance

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... planners and she leads the client side. "You can run a one-man band but you have to focus on information and procedures and outsource some functions. It also helps to get other advisers' guidance," she said.

Industry fund awards admin mandate

HARRISON WORLEY  |  MONDAY, 28 OCT 2019
... employer servicing such as contact centres and investment management," Walsh said. "Conversely, super funds are seeking to outsource functional services including administration. Funds are also wanting greater automation for accuracy, and greater efficiency ...