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Showing 31 - 40 of 419 results for "Outsourcing"

Platinum awards mandate to Northern Trust

ELIZA BAVIN  |  WEDNESDAY, 15 JAN 2025
... new mandate, Northern Trust will provide custody, fund administration, regulatory reporting, investment operations outsourcing (IOO), ETF administration and collateral management. "As Platinum sought a more comprehensive and scalable solution, we recognised ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
... secure office space, and security certification," she said. The corporate regulator also has its sights on offshore outsourcing arrangements in financial services. In its 2024-25 Corporate Plan, ASIC wrote that it will "review how investment managers ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... and Investment Trends, the main concern amongst advisers was how they justify their value add to clients if they are outsourcing investment decisions (28%). "This is a common theme but the way we view SMAs is that they are actually a mechanism to deliver ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... whatever the future may hold, working on scaling up, taking advantage of the opportunities that come from technology, outsourcing and change in regulation. The group at the time serviced about 1500 families and aimed to expand this to 10,000 by 2031. ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... Trends, SSGA found that the main concern amongst advisers was how they justify their value add to clients if they are outsourcing investment decisions (28%). "This is a common theme but the way we view SMAs is that they are actually a mechanism to deliver ...

Remediation professionals told to temper expectations

ELIZA BAVIN  |  WEDNESDAY, 24 JUL 2024
... overspending on technology, fee compression weighing on local funds, super fund consolidation, higher interest rates and outsourcing. In addition, the report found that several professionals found themselves competing in a large pool of applicants. "Remediation ...

APRA hits Mercer with additional licence conditions

ELIZA BAVIN  |  TUESDAY, 28 MAY 2024
... subsequently acknowledged significant breaches of prudential standards SPS 220 Risk Management (SPS 220), SPS 231 Outsourcing (SPS 231) and SPS 232 Business Continuity Management (SPS 232). Under the terms of the new licence conditions, which came into ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Subcategories within practice management included human resources, workflow, process design, succession, referrals, outsourcing, efficiency, practice mergers and acquisitions, and compliance. Within advice technology, advisers commonly shared tools and ...

Platinum's FUM dips below $14bn

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... investment platform; building improved product and distribution capability through new channels; and finalising back-office outsourcing. Morningstar forecasts that Platinum's FUM will decline to about $10 billion by fiscal year 2028. Platinum's ...

UniSuper battles major system outage

JAMIE WILLIAMSON  |  FRIDAY, 3 MAY 2024
... apparently signed a deal with Capgemini to take over these roles, impacting 39 staff and eight external contractors. "Outsourcing has become a major issue at UniSuper and is putting staff and fund members at enormous risk," FSU national assistant secretary ...