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Showing 291 - 300 of 566 results for "Outsource"

Vision Super and Financial Synergy implement new admin platform

DARREN SNYDER  |  MONDAY, 26 OCT 2015
... correspondence to members - and receive it - in the way they want and expect information in this day and age. "Other funds outsource their administration work to third parties, in some cases giving them little say over how internal processing is performed. ...

Estate planning key to holistic advice

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... Speaking at the Australian Unity business update event in Sydney, Davis noted that traditionally advisers are required to "outsource" estate planning to external service providers - and in many cases clients "just won't do it," because they end up "having ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... skills in whether to buy Rio or sell BHP." "We have an independent investment committee with a house view, and then we outsource the management of that via mandates. But the managed account structure allows us to retain discretion over portfolios, so ...

Multi-asset funds see huge lift in inflows

MARK SMITH  |  FRIDAY, 2 OCT 2015
... their role. Rule changes following the Retail Distribution Review (RDR) in the United Kingdom have seen more advisers outsource asset allocation and many find MA products the best solution. The RDR is comparable to the FOFA reforms in Australia - commissions ...

Super fund boss: We're not IT companies

DARREN SNYDER  |  WEDNESDAY, 30 SEP 2015
Ongoing technology challenges for superannuation funds and the wider financial services industry present an unclear business planning path but an opportunistic path nonetheless. UniSuper chair Chris Cuffe said technology was still a "blind spot" among ...

Outsourcing is the future of compliance

ALEX BURKE  |  WEDNESDAY, 23 SEP 2015
The wealth management sector will increasingly outsource its administration systems to streamline compliance issues, according to Bravura Solutions Asia Pacific managing director Roland Slee. Speaking at a media briefing in Sydney, Slee said that because ...

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
IOOF has appointed an SFG Australia executive to the role of head of best advice, following media leaks that revealed misconduct within the advice research division. An IOOF spokesperson confirmed to Financial Standard that Paul Cullen will be IOOF's ...

Vision Super joins cost cutting frenzy

LAURA MILLAN  |  MONDAY, 14 SEP 2015
Vision Super has brought down member fees by cutting operating costs by 42% and investment costs by 25%. The fund for local government and water authority employees has said that further reductions are achievable. So far, cost cuts mean that members ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... or corporate fund - why do it? "A lot of people go in not realising the responsibilities they have. You can certainly outsource administration, the buck stops with them as trustees, at the end of the day. I know a classic case where a colleague of mine ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... is in total control of stock selection, which 48% of planners surveyed said was too much work - allows advisers to "outsource" investment management to firms like JBWere, whose SMA products are now available on Macquarie, MLC, Praemium and OneVue platforms. ...