Search Results | Showing 31 - 40 of 382 results for "Portal" |
| | | Apex Group is on track to achieve 20% annual organic sales growth over the next two years and plans to triple its headcount to 1000. After acquiring Iress' superannuation platform late last year, Apex's big opportunity is in member administration ... |
| | | | ... advice at scale," he said. UniSuper will initially provide members personal advice on investment options through its member portal and mobile app from June, with advice on contributions, insurance, and pension drawdowns to follow. Gregory suggested many ... |
| | | | ... and 64% of those have no financial loss or damage to consumers, coupled with the ongoing difficulties in using the ASIC portal, there should be a more streamlined and efficient way to report breaches," the FSC said. The FSC also noted that ASIC hasn't ... |
| | | | ... can lay the foundation for more sophisticated digital advice journeys, leading actionable advice from within the member portal. "Now is the time to fast-track the shift to digital by incorporating advice into a superannuation fund's operations, laying ... |
| | | | ... of, professional financial advice. These included funding the professional year and financial adviser exam, enabling ATO portal access, enhancing tax deductibility of advice, lowering the ASIC levy, making the CSLR equitable and sustainable, and introducing ... |
| | | | ... model and a major IT transformation project that has integrated a modern case management system, an updated member firm portal and a new portal for consumers," Locke said. Prior to joining AFCA Untersteiner spent more than 13 years with the Australian ... |
| | | | The Australian Financial Complaints Authority (AFCA) has announced the completion of a three-year program responding to the 2021 Independent Review of its operations. AFCA said the work had redefined its approach to external dispute resolution. The ... |
| | | | Northern Trust has launched an active collateral solution designed to help institutional investors manage collateral more efficiently while meeting the demands of continual market change. Delivered in collaboration with CloudMargin, a collateral management ... |
| | | | ... care arrangements but does not include personalised financial advice. Members can access the service through an online portal and a national team of care consultants will connect them with service providers in their area. The service includes access ... |
| | | | ... as its transformation program processes, tangible outcomes are becoming increasingly evident. The fund's online customer portal, CSC Navigator, has gained traction since launching in February 2023, with over 47% of customers now signed up. Another milestone ... |
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