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Showing 571 - 580 of 1499 results for "Efficiency"

Practice profitability at risk: MLC Life

JAMIE WILLIAMSON  |  FRIDAY, 13 DEC 2019
... assistance to many advisers, as they would then be able to know the amount of additional fees to charge." The Cost and Efficiency of Delivering Advice white paper enables advisers to benchmark their practice against those of their peers, providing breakdowns ...

Wealth manager launches new platform

ELIZA BAVIN  |  THURSDAY, 12 DEC 2019
... of Link Group, will be the custodian, administrator and registrar for TPT Wealth's services, providing operational efficiency as the business gains scale. "This brings a new digital capability allowing investors nationally to manage their investments ...

Calastone wins mandate

KANIKA SOOD  |  TUESDAY, 10 DEC 2019
... receive monthly unit information, eliminating the need for copious emails, PDFs, faxes and manual portals that drag efficiency," Calastone head of Australia and New Zealand Ross Fox said. "With OneVue joining other leading registries in advocating electronic ...

Mercer hires from industry fund

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... among our bedrocks at Mercer. "Ruby has a strong track-record in risk management with a focus on accountability and efficiency. We are delighted that someone of Ruby's calibre will be joining us to lead our strong risk and compliance team." UniSuper ...

Cashwerkz, Complii partner to automate compliance

ALLY SELBY  |  TUESDAY, 3 DEC 2019
... financial advisers to focus on clients, rather than manual paperwork. Nantes said the new automated solution will improve efficiency and accuracy levels by providing AFSL holders with the technology to "identify, automate, record and report on the cash ...

Insto investors confused by environmental equities

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
... manager for BNP Paribas Asset Management. Impax is focussed on opportunistic strategies in alternative energy, energy efficiency, water, waste, food and agriculture related markets. Jenkyn-Jones is based in the UK and was in Australia to speak with wholesale ...

New operations chief at ME Bank

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
... steps into the role, where she will oversee more than 500 staff and be responsible for customer service and process efficiency. Fornarino joins ME with 25 years of experience at ANZ where she worked across areas including retail banking, human resources ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... AdviserLogic's product development pipeline. Two projects that AdviserLogic is looking at right now are: building adviser efficiency dashboards for licensees and a client portal for advisers to engage with their clients, according to Wickham. "Joining ...

Industry fund awards admin mandate

HARRISON WORLEY  |  MONDAY, 28 OCT 2019
... outsource functional services including administration. Funds are also wanting greater automation for accuracy, and greater efficiency to reduce operational costs thereby creating capacity to invest in transformation and higher-value services for members." ...

Zurich secures mandate from $8b super fund

ELIZA BAVIN  |  FRIDAY, 25 OCT 2019
... was recognised by Energy Super, in particular out approach to working alongside them to drive greater sustainability, efficiency and member engagement," Kerr said. Kerr said Zurich's was able to secure the mandate due to the company's ability to gain ...