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Showing 711 - 720 of 1499 results for "Efficiency"

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... experience is not only efficient but also secure," Praemium said. As Praemium SMA already offers advisers increased efficiency through market-leading reporting and performance analytics, adopting this innovation will further improve efficiency and reduce ...

Thomson Reuters sells analytics business to institutional investors

DARREN SNYDER  |  FRIDAY, 2 FEB 2018
... management software, and a strong desktop business." "The partnership with Blackstone provides an opportunity to increase efficiency and accelerate revenue growth through innovation and focus on creating uniquely compelling products for F&R's customers," ...

Topdocs enhances platform with extended partnership

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... trustees as well as the establishment of discretionary or unit trusts. "CAS 360 is leading the way in corporate compliance efficiency, and Topdocs' new integration with BGL ensures CAS 360 users enjoy the same levels of efficiency when creating new company ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... other ways. For example, the adoption of managed accounts has seen strong growth as more planners choose them for the efficiency benefits offered over investing in direct shares and traditional managed funds," Peker said.

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... Financial advice licensees can now upload templates for Records of Advice to the HUB24 platform, allowing increased efficiency when trading and generating ROAs for clients. The integrated ROA solution is the latest in a raft of upgrades to HUB24's functionalities ...

Wealth technology firm acquired for $6.8bn

DARREN SNYDER  |  THURSDAY, 18 JAN 2018
... leverages SS&C's software platform for institutional and alternative asset managers "to drive increased automation and efficiency across wealth management account servicing." SS&C chair and chief executive Bill Stone said: "The rate of change, the technology ...

AMP Capital names executive switch

ALEX BURKE  |  THURSDAY, 18 JAN 2018
... group leadership team where he has been managing multiple projects to reduce complexity and improve our operational efficiency."

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... billion in funds under administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head of wealth product and technology, Cameron Garrett said the milestone illustrates the strength ...

AMP Capital confirms expanded multi asset group role

DARREN SNYDER  |  MONDAY, 15 JAN 2018
... group leadership team where he has been managing multiple projects to reduce complexity and improve our operational efficiency." It is understood Hong has accepted some of the responsibilities of former AMP Capital head of market solutions, multi asset ...

APRA unveils proposed RSE reform package

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2017
... ultimately delivering the best outcomes for members. The regulator said it is ramping up its scrutiny of the performance and efficiency of RSE's business operations - particularly investments, insurance benefits, scale, product features and fund expenditure ...