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Showing 41 - 50 of 325 results for "Automation"

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... Netwealth said. "We expect the strong adoption of managed accounts to continue as advisers focus on efficiency and automation."

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
... future growth; the primary capital investment will be allocated to a few key business areas, including technology and automation, acquisitions, and talents. Conversely, the deal adds to Fortitude's growing portfolio of companies and reinforces its small ...

CSC-backed fund manager to launch in Netherlands

ELIZA BAVIN  |  FRIDAY, 28 FEB 2025
... of asset management, one which will embrace different data sources and take advantage of artificial intelligence and automation to dramatically reduce costs for our clients." Osmosis chief executive Ben Dear said the group has a long-held ambition to ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... functionality, platform providers have integrated tools for portfolio commentary, meeting transcription, and compliance automation. Netwealth, for example, has introduced a generative AI-powered portfolio commentary tool. Its advisers can now produce ...

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... have continued to improve quarter on quarter, as reflected in the results. She attributed this to the innovation and automation already implemented, as well as a marked improvement in brand consideration for superannuation, noting "our reputation is ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... everything we do," she said. Both Robertson and Ross said operational excellence - transforming systems and process, automation through technology, and a more interactive and engaging client experience - will be the foundation of being ready to scale ...

Finance workers worry about job displacement from AI, government urged to take action

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
... on top of the fast-evolving state of AI and how it is impeding the workforce. "The committee acknowledges that task automation is increasing in many sectors, such as finance. Job displacement is expected to become more likely, in particular for disenfranchised ...

Northern Trust scores mandate for $32bn infra business

MATTHEW WAI  |  WEDNESDAY, 5 FEB 2025
... solutions provider for managers of private capital, Northern Trust supports their end-to-end operating model by driving automation across the lifecycle of their funds, helping to mitigate risk and enhance efficiency to deliver a consistent approach that ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... "augmented advice workflows" - hybrid processes combining human expertise with AI efficiency. These aren't just automation tools; they're cognitive assistants that learn from each interaction, creating a continuously improving cycle of operational ...

BlackRock loses senior executive touted as Fink's successor

ANDREW MCKEAN  |  WEDNESDAY, 15 JAN 2025
... this period, he also integrated BlackRock's ETF and index operations into a single platform, including the algorithmic automation of its index book. Wiedman joined BlackRock in 2004 to help establish its Financial Markets Advisory division (FMA) - which ...