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Showing 61 - 70 of 154 results for "Technology Solutions"

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... unit of InterPrac Securities and Sequoia's family office business. Sequoia's other three business units are technology solutions for advisers and accountants; online brokerage; and clearing and settlements services. As for its self-managed super fund ...

ROAR launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
... small practices will find it increasingly difficult, which is why they need to utilise readily-available technology solutions to help them meet their obligations to all stakeholders, including clients, regulators and equity holders."

Integrity Life, Will platform partner

ANNABELLE DICKSON  |  TUESDAY, 20 JUL 2021
... like Integrity, that the solution to consumer engagement in our products is by improving experience through technology solutions." The latest development comes after Hannah joined Integrity Life from MLC Life in March. He was previously general manager ...

FinClear to acquire BNY subsidiary

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... its services to larger stockbrokers. FinClear provides trades, clearing and settlement services, as well as technology solutions to wholesale intermediaries seeking access to the ASX. "As an existing client of FinClear we are familiar with Pershing Australia ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... operate a clean model which is not aligned to any financial institutions." She added that Count Financial's technology solutions enabled her firm to improve the advice delivery process and operate more efficiently. Count Financial chief advice officer ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... Centrepoint Alliance Practice Dashboard," she said. "We remain committed to continuing to deliver cutting-edge technology solutions to both authorised representatives and self-licensed businesses and leveraging our scale advantage to further build on ...

Vanguard appoints super administrator

KANIKA SOOD  |  MONDAY, 12 APR 2021
... provide fund administration services to Vanguard Super, due to launch later this year. GROW's flexible technology solutions and member focus will assist Vanguard in its plans to deliver a high-value, low-cost fund, and continue to evolve our member ...

Pahari's pay packet revealed

ELIZA BAVIN  |  THURSDAY, 11 MAR 2021
... to establish a commercially sustainable and competitive business model," De Ferrari said. "We will deliver technology solutions to enable practice efficiencies, increase advice accessibility by uplifting our phone-based advice capabilities and continue ...

Northern Trust boosts whole office strategy

ANNABELLE DICKSON  |  TUESDAY, 9 FEB 2021
... end-to-end process that streamlines workflows and mitigates clients' operational costs. The partnership builds on technology solutions and interoperable architecture. As a result, asset manager and owner clients will have access to experts from both ...

FactSet nabs MSCI executive

ELIZA BAVIN  |  WEDNESDAY, 18 NOV 2020
... sales, and marketing efforts across all business lines, including FactSet's research, analytics, content and technology solutions, and will oversee FactSet's growth efforts in the region," FactSet said. Stansall has also held roles at Bloomberg, Citibank ...