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Showing 21 - 30 of 2413 results for "Online"

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... their services to clients. The analysis of 14 platforms also found that advisers are increasingly placing more instructions online without filling forms and processing them without human intervention in the back end. SuitabilityHub managing director ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... have notably increased their investment in education and support for advisers and staff in 2023, introducing a wealth of online and in-person resources to enhance user proficiency. In parallel, cybersecurity enhancements, particularly in authentication ...

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
Active online investor numbers have continued to decline, albeit at a slower rate, according to an Investment Trends report. The report, which surveyed more than 15,000 retail investors and traders in Australia, revealed a contraction to 1.22 million ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... Finexia to co-market each other's services to the financial planning and accountancy marketplace. Yield Report provides an online news portal focusing solely on fixed income and yield securities.

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... terms of what Aussies are showing interest in, recent City Index analysis has revealed the top financial terms searched online by Australians over the past 12 months. The number one financial term, "equity", had an average of 9700 monthly searches, followed ...

AMP names new group insurer

KARREN VERGARA  |  MONDAY, 22 JAN 2024
... of insurance pricing reductions, along with the introduction of digital capability that will empower them with access to online quote calculators, underwriting, and claims lodgement and tracking. "We also expect to improve member engagement through TAL's ...

NGS Super finds new administrator

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
... agility to respond to the needs of employers and members." GROW will also help the fund develop a mobile app and new member online portal. "Customer expectations are changing at an increasing pace and the super industry isn't immune to this. Increased ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
... security enhancements on Macquarie Wrap, including account-level performance reporting and a live chat function in Adviser Online. The platform's updated account-level performance reporting functionality seeks to afford financial advisers access to insights ...

Court finds Canna Campbell infringed trademark

KARREN VERGARA  |  MONDAY, 8 JAN 2024
... desist from her solicitor, as well as two adverse determinations from IP Australia. Campbell "actively continued to grow her online presence by leveraging my Financial Foreplay brand without my permission," she said. In terms of granting injunctive relief ...

ASIC takes action on EverBlu, director

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... million and another client more than $5 million. In April, the Federal Court permanently banned Scholz from running an online share trading and training business, which was unlicensed. Blumenthal appeared to have engaged Scholz and the unnamed party ...