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Showing 61 - 70 of 423 results for "Outsourcing"

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... help drive efficient, client-led, sustainable growth while delivering the best outcomes for Australian investors. "By outsourcing the trusteeship responsible entity duties, it allows us to focus on bringing our global investment capabilities into Australia ...

Co-heads take charge of FI&C at BNP Paribas APAC

ANDREW MCKEAN  |  THURSDAY, 8 JUN 2023
... corporates client strategy in North Asia and Greater China. He will also be the primary contact for broker dealing outsourcing, correspondent banking, and cash management and liquidity solutions. Wootton will cover South Asia and Pacific regions. He'll ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
A Mason Stevens whitepaper says that financial advisers are increasingly embracing outsourcing of their investment capability. Mason Stevens said the main economics of outsourcing are the time freed up for the adviser to nurture client relationships ...

ESSSuper reduces admin fees, renews insurance mandate

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2023
... administration fees and plans to rebate some of this financial year's admin fees, citing efficiencies gained through outsourcing administration. Meanwhile, it has also signed a new group insurance contract. Currently, ESSSuper charges members a combination ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... and Savant Wealth Management. Invest Blue explained its investment in Lumiant follows its strategic partnership with outsourcing company Virtual Business Partners in August 2022. "We are a fast-growing company with ambitious goals and our strategic partnerships ...

APRA defers CPS 230 introduction

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2023
... consultation for more time to prepare. CPS 230 is intended to replace five existing standards: Prudential Standard CPS 231 Outsourcing (CPS 231) and Prudential Standard CPS 232 Business Continuity Management (CPS 232) that apply to ADIs, life insurers ...

Prime Super's general manager of investments departs

ANDREW MCKEAN  |  THURSDAY, 2 FEB 2023
... Prime Super will be evaluating its long-term investment and operational needs. The fund's focus is currently on outsourcing and having a close relationship with its investment advisor Patrizia, he said. Kang contacted Financial Standard to say that ...

APRA slaps conditions on Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... ensure quality member outcomes," Cole said. "These licence conditions set the minimum standard for governance, risk, outsourcing and oversight, and member outcomes to ensure that Diversa is in the best position to continue as a trustee in the long term." ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... that's pretty good growth. "Growth will also occur in the way that people use models, you'll see a lot more of outsourcing investments selection from advisers who use managed accounts for part of their book, or may modify a managed account slightly." ...

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... not financially practical for even a mid-size financial services firm. But accessing this expertise via a flexible outsourcing model is something that even the smallest firm can afford. I'm really excited to be joining forces with the Fin365 and SMSFPP ...