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Showing 61 - 70 of 382 results for "Portal"

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... co-market each other's services to the financial planning and accountancy marketplace. Yield Report provides an online news portal focusing solely on fixed income and yield securities.

NGS Super finds new administrator

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
... respond to the needs of employers and members." GROW will also help the fund develop a mobile app and new member online portal. "Customer expectations are changing at an increasing pace and the super industry isn't immune to this. Increased and enhanced ...

Wealth managers seek better data warehouse solutions: BNP Paribas

CHLOE WALKER  |  FRIDAY, 10 NOV 2023
... business launched its own virtual agent, NOA (NextGen Online Assistant) for Australia and NZ clients on its client services portal Neolink. Both NOA and ALiX are currently available to institutional clients based in Australia and other key global mar ...

AAT overturns ASIC ban on investment guru

CASSANDRA BALDINI  |  FRIDAY, 20 OCT 2023
... fee of $25,000. Most of the courses were live streamed, although video recordings were also accessible online through a portal. As per a copy of the AAT's decision rationale: "It appeared to be clear from the nature of the courses and the circumstances ...

Payday super a seismic change for the industry: ART

CHLOE WALKER  |  THURSDAY, 19 OCT 2023
... payroll process in place now where you capture your new employees on paper, and you pay super quarterly via a third-party portal, or worse still, you pay super quarterly via multiple third-party portals or different funds, and say you pay wages 52 times ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... includes a first-class user experience, goals-based advice, and an affordable fee model. "Clients will have their own client portal via myprosperity with live investment and bank data feeds," he said. "The portal provides visibility for clients so that ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... said. "These top three features really speak to the fact that there's a simplicity that comes with using a digital portal and there's also a time-saving component, or perhaps an accessibility component that comes with it." When it comes to the ...

Future Super switches up service providers

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2023
... comment on the new administration mandate. "We've already been working with Apex for some years as they provide member portal technology support, and we're looking forward to working with them more closely as our administrator," Verve chief executive ...

Adviser registration deadline extended again

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... After the bill passes into law, ASIC said it will issue regulatory guidance, conduct webinars, and open the registration portal to commence accepting applications for registration. The bill also includes proposed changes to off-market share buy-backs ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... for its advisers that will be launched later this year. Advice Revolution will continue to exist and operates a client portal within Xplan. elemnta now employs 40 people and has reached profitability leading up to its new brand launch, Patty said. Patty ...