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Showing 231 - 240 of 565 results for "Outsource"

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
A wealth advice firm is the first to outsource its portfolio administration functions to a new Praemium offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates ...

Janus Henderson sends 100 staff to custodian

ALEX BURKE  |  FRIDAY, 10 NOV 2017
Janus Henderson is expanding its overseas custody partnership with a US$10 trillion custodian, seeing 100 staff move in the process. Under the new partnership, BNP Paribas Securities Services will oversee most of Janus Henderson's (JHG) back and middle ...

OneVue sells $2bn RE business

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... "consolidating its position as the leading provider of RE services in Australia." As part of the agreement, EQT will outsource its managed funds administration to OneVue; this will add 26 funds representing about $2.6 billion to OneVue's existing administration ...

EQT partners with fintech

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2017
Equity Trustees has partnered with a fintech to help boost its funds governance capabilities. PControl Oversight, a provider of fund accounting and investment operations solutions and owned by the Milestone Group, will help provide a fund oversight ...

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... stockbroking market as it transitions to annuity revenue streams and the increasing appetite for the institutional market to outsource administration and technology were cited as drivers behind the merger. The agreement is subject to a number of conditions ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... half of those clients (20%) had a self-managed superannuation fund. When it comes to administration, 70% of advisers outsource this function to a platform provider, he added. Dunnin said managed accounts are disrupting platforms in the same way that ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
Financial advisers licensed by Centrepoint Alliance can now access estate planning documentation and advice following a partnership with a legal documentation company. Joining forces with Topdocs, Centrepoint has enabled advisers to access to trust ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... with key industry stakeholders. Advisers that offer MDA services don't always undertake the investing function and many outsource this operation to a third party to companies such as managedccounts.com.au or Mason Stevens, she said. The responsibility ...

EQT eyes global expansion

KARREN VERGARA  |  MONDAY, 28 AUG 2017
... philanthropic and superannuation services, is well placed to capitalise on market trends to merge funds or streamline or outsource certain functions, he said. TWS' funds under management and administration rose by 11% to $9.4 billion reflecting the acquisition ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
The number of self-managed superannuation funds with unmet financial advice needs is at record highs, and yet this is not translating to greater use of financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research ...