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Showing 211 - 220 of 421 results for "Enhancements"

Cbus shifts custody from NAB to JP Morgan

JAMES FERNYHOUGH  |  TUESDAY, 19 NOV 2013
... did not give an explicit reason for deciding to leave NAB, citing instead J.P. Morgan's "commitment to technology enhancements and its strong strategic focus" as the main drivers of the decision. J.P. Morgan has been active and vocal in this space, particularly ...

UBS grants advisers access to industry funds

MARK SMITH  |  WEDNESDAY, 13 NOV 2013
... member offering. Our Direct to Member investment platform has been custom built to enable that strategy." The platform enhancements will also allow members to instruct the size and frequency of the fee they pay their adviser, in accordance with the policy ...

COIN updated software focuses on scaled advice

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
... There is greater flexibility around package arrangements, the ability to record a history of fee disclosures and enhancements to the layout."

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
... clients in a 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. ...

CommInsure enhances adviser flexibility of life product

LAURA MILLAN  |  WEDNESDAY, 7 AUG 2013
... legislation. "With FoFA, it is vital that an adviser is acting in a client's best interest and we have designed these enhancements with that fiduciary duty in mind," Browne said. The option is available to clients via CommInsure's Total Care Plan Super ...

TAL puts focus on super in latest offering

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013

CommInsure 'day one cover' available for CFS

LAURA MILLAN  |  MONDAY, 15 JUL 2013
... adviser if they opt to pay with Super Payment Method." The 'day one cover' offering is the first of a series of product enhancements that will be launched in August.

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... that we measure," Investment Trends senior analyst Recep Peker said. While platform providers have made many new enhancements in the last 12 months, the new lower-cost and flexible pricing models have been the most successful in driving planners' satisfaction. ...

Lonsec shuts door on rating 'shopping' with new rankings

MARK SMITH  |  THURSDAY, 4 JUL 2013
... not " "shop" around for the best rating outcome without leaving a footprint. "We have made a number of incremental enhancements to ensure that there can be absolutely no perceived nexus between research fees and research outcomes, and to meet ASIC's ...

Banks shift gears on technology spend

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... software, including the wealth management side of the business. In 2006, CBA was introducing 1,200 new services and enhancements every month, a figure that has more than doubled, with 3,000 monthly changes in 2012. "Technology is very important to us ...