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Showing 181 - 190 of 388 results for "Portal"

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... efficiency and compliance automation." XPLAN has actively released new functionality to improve user experience and released a portal to help advisers develop their client service proposition and optimise efficiency in their practice process. Practifi ...

New wellbeing venture for BT

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 APR 2019
BT has launched My Wellbeing Rewards and Portal for life insurance clients, giving them access to discounts and an online hub focussed on health and wellbeing. The My Wellbeing Portal will give clients access to articles on health and wellbeing, personalised ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... client engagement levels at the same time. Notable developments in 2018 ranged from improved cash management tools to client portal enhancements." Choi said the report also recognised the growing influence of managed accounts, noting 16 platforms now ...

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
... developments via an online education hub from the Financial Planning Association of Australia. The FPA's Return to Learn portal was rolled out this week, providing accurate information on the latest policy updates and study tools for those working towards ...

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
A new education portal for financial advisers keen to learn more about managed portfolios has launched. HUB24 introduced a new online hub providing a raft of content for financial advisers, covering how managed portfolios work, how they differ from ...

ASIC releases AFSL approval data

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
... environment in doing so. "ASIC's licensing and registration functions are also being enhanced with a new licensing application portal being developed," he said. "While there have been some delays, we expect the portal will ultimately deliver efficiencies ...

Mercer names head of investment consulting

KARREN VERGARA  |  TUESDAY, 12 FEB 2019
Mercer has appointed a head of investment consulting in a newly created role. Michael Armitage will lead investment consulting activities in Australia within the institutional wealth team. Melbourne-based Armitage was most recently director of investment ...

Aussies find $860m in lost super

HARRISON WORLEY  |  FRIDAY, 8 FEB 2019
... this data referred specifically to consolidation through its ATO Online service which Australians access through the MyGov portal. ATO assistant commissioner Graham Whyte said the figures were encouraging for the tax office, given it has made concerted ...

Mercer appoints new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 23 JAN 2019
Mercer will welcome a new chief executive following the promotion of Julio A. Portalatin. Marsh & McLennan Companies - the parent company of Mercer - has named Martine Ferland as the new president and chief executive of Mercer, effective March 1. Ferland ...

Royal Commissions puts pressure on finance sector job market: Sunsuper

HARRISON WORLEY  |  TUESDAY, 22 JAN 2019
Latest research from Sunsuper shows that despite the permanent job market actually rising over the last 12 months, the finance sector still took a significant hit in job demand. With the Royal Commission placing unprecedented scrutiny on the industry ...