Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 209 results for "Streamlining"

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... enhancements, AMP general manager in adviser experience and digital Peter Batsakis said the new features will help more than streamlining processes but also "empower" advisers to deliver better service. "They bring clarity, structure and greater control ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... edited and tailored to suit different needs. This integrated approach eliminates the need for manual notetaking, streamlining the review process, reducing the risk of errors and enhancing compliance, AMP said. The feature underwent a pilot program last ...

AI's big moment? Not this year, says Fidelity

ANDREW MCKEAN  |  TUESDAY, 25 FEB 2025
... over the next five years appears to be in the healthcare and financial sectors, via use cases like medical imaging, streamlining drug development and sales processes, originating loans, credit scoring, and software improvements. "In the meantime, investors ...

ASIC proposes further breach reporting relief

ANDREW MCKEAN  |  WEDNESDAY, 19 FEB 2025
... costs $3800 in documentation, senior executive time, and auditor reviews - highlighting the "significant need for streamlining the reporting system" to cut disproportionate regulation which results in "businesses and ASIC incurring unnecessary time and ...

Civitas appoints new business partner

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... optimising operational efficiencies is crucial for AFSL businesses, and financial planners often struggle to focus on streamlining because of other priorities. "This is where we see James' expertise - to guide these businesses to operate optimally and ...

The regulatory pendulum has swung too far: FSC

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... legacy IT systems" without leaving their customers with "hefty tax penalties." Others sit with the government, such as streamlining the Foreign Investment Review Board processes for low-risk investments into Australia and reviewing and simplifying the ...

Government to streamline financial reporting

ELIZA BAVIN  |  FRIDAY, 24 JAN 2025
... entity for the setting of accounting, sustainability, auditing and assurance standards. "The Albanese government is streamlining Australia's financial reporting bodies to help build a more competitive, dynamic and productive economy," Chalmers said. ...

Praemium partners to bring structured products to HNWIs

MATTHEW WAI  |  TUESDAY, 3 DEC 2024
... to diversify and de-risk client portfolios. They can also view improved pricing and product outcomes, as well as streamlining operations under integrated functionality, Praemium said. Praemium chief operating officer James Edmonds said structured products ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... a bill to parliament. Federal member for Forde, Bert van Manen, yesterday introduced the Corporations Amendment (Streamlining Advice Process) Bill 2024 in a bid to reduce red tape for advisers, alleviate the hefty cost of producing an SoA for clients ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... to lay out clear pathways for certification for aspirants and subsequent professional growth. This effort includes streamlining certification requirements under FPSB's cross-border certification policies, making it easier for Australian CFP professionals ...