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Showing 741 - 750 of 5726 results for "Solutions"

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
... remain dedicated to delivering simplicity, transparency, and value to advisers and investors through our managed account solutions." InvestSense celebrated the anniversary with an event in Sydney, paying tribute to its clients, fund managers, platform ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... not commissioned by the organisation, according to Retrac director Travis Carter, who helps advisers with technology solutions. Carter told the Financial Advice Association Australia (FAAA) Congress on day two that advisers need "to be careful" with ...

Commonwealth Super partners for admin uplift

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2024
... becoming a leading systems integration and platform managed services provider that delivers sustainable, value-driven solutions and cost-effective technology at scale, ensuring better outcomes for all," he said. "Our collaboration with CSC aligns perfectly ...

Ausbil to launch inaugural ETF

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
... investors and self-managed superannuation funds seeking convenient and efficient access to our income-focused investment solutions." Strategy portfolio manager Michael Price said he sees a substantial opportunity in the Australian listed market for active ...

CI Financial taken private by Mubadala Capital

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... "With this transaction, CI has never been better positioned to fulfil our mission of delivering outstanding services and solutions to our clients," he said. CI Financial added that the transaction will materially benefit Canada, including through the ...

Bravura flags growth plans with leadership appointments

MATTHEW WAI  |  TUESDAY, 26 NOV 2024
Bravura Solutions has named two senior appointments to deliver growth opportunities across the global pensions, superannuation, wealth, and transfer agency markets. Aaron Knowles has been appointed the global head of product management and marketing. ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
A Matrix Planning Solutions adviser is suspended from providing advice for the next three months after failing to supply Statements of Advice (SOAs) where required. Ian Reid, the principal adviser at Temora's A&B Financial Planning, was suspended for ...

More guidance crucial for aged care transitions: AMP

MATTHEW WAI  |  MONDAY, 25 NOV 2024
... the retirement system. "The onus is also on the financial services industry to develop new and innovative retirement solutions which provide greater lifetime income certainty and make it easier to downsize or unlock equity from what is most Australians' ...

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
... industry insights will be instrumental in driving our business growth and continuing to deliver excellent income and growth solutions for our investors." "Nathan's expertise is expected to support Newmark's upcoming launch of an open-ended diversified ...

Northern Trust launches new solution for insto investors

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
... performance drag," Northern Trust Asset Servicing head of business services Nadia Ivanova said. "Our advanced, digitized solutions can help clients achieve this objective - minimizing the value of assets that need to be tied up as collateral and managing ...