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Showing 61 - 70 of 207 results for "Streamlining"

abrdn's Jollie outlines next steps

ELIZABETH FRY  |  FRIDAY, 7 JUL 2023
... investment capabilities into Australia in response to the increasingly competitive nature of the market," he added. "Streamlining our business through these partnerships will drive efficient, client-led, sustainable growth while maintaining a world-class ...

Australian Ethical selects new administrator

ANDREW MCKEAN  |  THURSDAY, 15 JUN 2023
... update, Australian Ethical explained that following its merger with Christian Super, its focus has shifted towards streamlining back-office operations and driving efficiencies, starting with the transition of superannuation administration services to ...

Super funds pursue merger, chief executive chosen

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUN 2023
... heritage. "We've modelled the benefits of the merger, which found a range of synergies. Over time, combining the funds, streamlining our offerings and moving onto Vision Super's internal administration platform will translate into lower costs, improved ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... on Salesforce. The investment platform offers both back-office administration and front-end digital capabilities, streamlining workflows to help advisers manage client relationships, portfolios, and administrative tasks. GBST chief executive Rob DeDominicis ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... advice meeting. The third major innovation is eliminating the need to rekey the same client data multiple times, streamlining the full advice workflow from online fact-finding through to investment execution on the platform. "These are all clear differentiators ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... the adoption of a holistic package of reforms," the JAWG said. "The reforms must extend beyond easy wins such as streamlining fee disclosure requirements and iron out obligations like the design and distribution obligations." The letter to Jones was ...

BGL adds company tax return to software solution

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
... ATO's approval, clients can now prepare and electronically lodge the 2022 Company Tax Return in Simple Invest 360, streamlining their compliance workflow. "This is a fantastic achievement and another industry first for the Simple Invest 360 product ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... core functionality, including an investment switch capability, a tax estimator, and a new digital consent process, streamlining the fee approval process with advisers. AMP platforms director Edwina Maloney said that these additions to North, together ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
... 10 years' experience, a clean record and have passed the adviser exam. He said the consultation will look at streamlining the education requirements for advisers, including for new entrants, and will commence shortly. He added that issues with the ...

Pendal FUM drops $12bn

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
... our strategic growth areas. These include the development and expansion of our global distribution capability, the streamlining of the group's global operating platform and adapting our product offerings to ensure ongoing and future relevance to our ...