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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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