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Showing 11 - 20 of 44 results for "Portal for"

ASIC working to improve breach reporting regime

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... "common-sense solutions". "ASIC will consider whether enhancements are required to the approved form on the Regulatory Portal for lodging reports. We will also consider whether further practical guidance should be developed to assist licensees in meeting ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... client portal experience as a mobile app, and this week we are thrilled to release this next-gen mobile-first client portal for advisers and their clients," Heine said. "Our new mobile app provides our clients with an elegant, intuitive and professional ...

MySuper funds face new test, member bans

KANIKA SOOD  |  TUESDAY, 6 OCT 2020
... four years from FY21 to implement the reforms to superannuation. Three other measures announced include: an ATO-run portal for selecting MySuper accounts, stapling accounts and members, and a greater obligation of transparency and accountability on members. ...

Vanguard to cull institutional mandates

KANIKA SOOD  |  FRIDAY, 2 OCT 2020
... September 2019, and the November 2019 announcement of plans for a superannuation offering and April 2020 launch of a portal for direct investors. Vanguard was the second largest investment manager in Australia (behind State Street) with $140 billion ...

Magellan to use BasisCode for trading compliance

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... certifications, risk assessment, Forms Studio, gifts and entertainment, whistleblower, document portal, robust reporting and a portal for ease of use and seamless interaction with employees," BasisCode said. BasisCode Personal Trading Manager delivers ...

Advisers adapt as crisis unfolds

ALLY SELBY  |  MONDAY, 20 APR 2020
... including providing fee relief for advisers and capping fees for two years," Benbow said. "We have established a dedicated portal for information during the crisis, which includes more than 50 adviser support articles, client facing materials, business ...

Zenith boosts Mosaic offering

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
... products side-by-side. Zenith has rolled out an update to Zenith Mosaic which enables the latest release to its research portal for financial advisers, allows for the comparison of product performance, risk and correlation on the platform. Advisers will ...

Praemium expanding in UK, growing managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 10 FEB 2020
... said that 2019 was a "transformational" year for the company. An upgrade to its managed accounts platform and digital portal for financial advisers were touted by Ohanessian as highlights. "I want to draw particular attention to an important innovation ...

SMSFA slams limited licensing

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
... consumers," Maroney said. Additionally, the association's submission is calling for the ATO to allow greater access to its portal for licensed advisers, who currently have no means for accessing ATO portal information directly from the tax office. "Currently ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... projects that AdviserLogic is looking at right now are: building adviser efficiency dashboards for licensees and a client portal for advisers to engage with their clients, according to Wickham. "Joining forces with Morningstar will accelerate the development ...