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Showing 61 - 70 of 419 results for "Outsourcing"

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 ...

SS&C launches super offering, secures Mine Super mandate

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... pivotal to providing exceptional service for Mine Super's members and key to the growth of our business process outsourcing offering in Australia," Wright said. Mine Super chief executive Vasyl Nair said: "Having worked with the SS&C team for a number ...

More alpha gains through ops

ELIZABETH FRY  |  TUESDAY, 13 DEC 2022
... expand as well because they're suddenly monitoring a far broader remit than what they were previously." "When outsourcing to an external manager", she says, "funds do their due diligence, but the external managers largely do the operational work." ...

APRA urges entities to strengthen risk management

CASSANDRA BALDINI  |  FRIDAY, 25 NOV 2022
... sets out APRA's minimum expectations for the management of operational risk as well as incorporating requirements for outsourcing (existing CPS 231) and business continuity management (existing CPS 232), as well as the execution of CPS 234 independent ...

Life after legalsuper: Proebstl

ELIZABETH FRY  |  FRIDAY, 11 NOV 2022
... The legalsuper chief executive thinks another opportunity is for funds to revisit the balance between insourcing and outsourcing by exploring the concept of a shared services operating model. "Funds don't differentiate themselves based on back-office ...