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Showing 311 - 320 of 419 results for "Outsourcing"

TFSA cuts cost, saves time through Paragem

Total Financial Solutions Australia, a dealer group on the cusp of a major expansion plan, turns to outsourcing specialist Paragem to mind the details as TFSA advisers think big. In a new deal signed this month, TFSA will outsource commissions payment ...

Industry funds steering clear of FHSAs

WWW.THESHEET.COM  |  FRIDAY, 13 JUN 2008
... prudential standards that covers fit and proper person requirements, risk management procedures, resourcing standards, outsourcing rules and investment guidelines. Policy and research manager at the Australian Institute of Superannuation Trustees, Andrew ...

Mercer Wealth on adviser recruitment spree

MICHAEL HOBBS  |  TUESDAY, 27 MAY 2008
... Solutions (Mercer) to expand its planning network to include self-employed financial advisers. David Anderson, Mercer outsourcing business leader in Asia Pacific, said the reason behind the channel expansion was due to growing demand for financial advice ...

AustSafe launches Super Personal

MICHAEL HOBBS  |  TUESDAY, 6 MAY 2008
... offices in Toowoomba, Gordonvale and Rockhampton. In addition, the super fund has appointed a custodian, extended its outsourcing relationships, reviewed its investment strategy and implemented a fresh corporate governance structure.

Good billing helps SMSF admin

MICHAEL HOBBS  |  MONDAY, 17 MAR 2008
Outsourcing fund administration works if you have the right billing arrangement in place, said Andrew Bloore, chief executive of smartsuper, a self-managed super fund administrator. Speaking at the SPAA conference last week, Bloore said some accounting ...

Tele-underwriting with a health check

RUTH LIEW  |  TUESDAY, 11 MAR 2008
... to take a slice of the growing insurance market. According to Pathrec chief executive, Olga Tomic, TeleCheck is an outsourcing solution that slashes the application to policy process from 21 days to three. The service is a phone interview conducted by ...

Pillar wins outsourcing deal

RUTH LIEW  |  MONDAY, 11 FEB 2008
Diversified financial services provider, Aon, has announced its decision to outsource its superannuation administration services to specialist provider, Pillar Administration. Aon Consulting's managing director, Stewart Fotheringham, claims that the ...

AustralianSuper and Mercer now a tag team

RUTH LIEW  |  MONDAY, 4 FEB 2008
... firm's "capacity to accommodate complex plans with a defined benefit component." "We are now seeing a new wave of outsourcing in the superannuation industry. Larger superannuation plans, and some established providers, have realised the complexity of ...

RFM signs with InvestmentLink

CHRIS NICHOLLS  |  THURSDAY, 22 NOV 2007
... significant headaches experienced throughout the wealth management sector by both product suppliers and advisers. "Outsourcing portfolio data reporting is a key decision for fund managers, because increased visibility and cost-effective solutions are ...

Platforms control two-thirds of planner FUA

... why platforms are reaching deeper into adviser businesses than ever. "This means investment managers are effectively outsourcing their distribution, and for this they are increasingly be charged either a direct or indirect fee, because platforms now ...