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Showing 71 - 80 of 207 results for "Streamlining"

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... of local advisers and 52% worldwide. Elsewhere, Australian advisers are less likely to see other factors, such as streamlining their client base (28% vs 25% globally) or succession planning (17% vs 24% globally), as critical to their success. Rather ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
... excluding more and more people," Ardino said. "Yes, the government can take steps to reduce much of this cost by streamlining regulatory requirements - and we are extremely supportive of the Quality of Advice Review currently underway - however, the ...

U Ethical adds two directors

ELIZABETH MCARTHUR  |  THURSDAY, 24 FEB 2022
... Mann welcomed King and Burns to the board. "U Ethical has worked hard behind the scenes for the last two years on streamlining its back-office processes seen recently with unit registry outsourcing to IRESS," Mann said. "In addition, the enhancement ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... response to the education standards policy paper, which finalised submissions on February 1, the FPA detailed why streamlining education requirements will put the hard work the industry has invested in gaining professional status at risk. Some 83% of ...

Advisers jump onto paraplanning platform

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... connects financial advisers to paraplanners has onboarded over 250 users in the short time since it launched. Tanngo is streamlining the way advisers source paraplanning staff, growing to 140 advisers and 120 paraplanners since it set up shop 18 months ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
Link Group has a new technology partnership aimed at streamlining financial advice for superannuation fund members. Link will combine its services with personal financial management tool Moneysoft for a new offering will be available to all super funds ...

Government opens consultation on key advice reforms

JAMIE WILLIAMSON  |  MONDAY, 19 APR 2021
... ASIC and the FSCP. "These reforms simplify the regulatory framework governing the provision of financial advice by streamlining the number of bodies involved in the oversight of financial advisers, while at the same time strengthening that oversight ...

David Atkin joins ME Bank board

KANIKA SOOD  |  THURSDAY, 7 JAN 2021
... expertise in delivering improved customer experience for banking customers through tech and digital innovation and streamlining customer operations will be of significant value to ME," ME Bank chair James Evans said. "David is an equally experienced ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... to be the growing burden of administration and compliance and the rising cost of doing business," De Gori said. "Streamlining regulation is essential, so too is effective use of technology, if we are to have a sustainable profession and give greater ...

Westpac consolidates international operations

JAMIE WILLIAMSON  |  WEDNESDAY, 14 OCT 2020
... than $5 billion. "To support this, WIB will be focusing our international footprint in three critical locations and streamlining the product set and customers we support outside Australia and New Zealand," Zuber said. He said the change will enable more ...