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Showing 71 - 80 of 151 results for "Technology Solutions"

CBA sells CommSec Adviser Services

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 APR 2020
... AUSIEX, which trades as CommSec Adviser Services, to a Japanese firm. Nomura Research Institute, a Japanese technology solutions and business consulting firm, has entered into an $85 million in cash sale agreement with CBA. The transaction includes the ...

Top asset consultants named

ELIZA BAVIN  |  MONDAY, 27 APR 2020
... years show the firm has responded to this shift. In particular, the capability of their consultants and their technology solutions have again resonated well with investors this year." In the Relationship Strength Index (RSI), which sums and weights the ...

Boutique dealer groups merge

ELIZABETH MCARTHUR  |  FRIDAY, 6 MAR 2020
... by a desire from both groups to achieve economies of scale. "We were also attracted to accessing enhanced technology solutions for clients, and enhanced internal capabilities," Coloretti said. "The merger will provide a bigger ecosystem around collaboration." ...

Regulation costly, time consuming: CSIRO

ELIZA BAVIN  |  FRIDAY, 17 JAN 2020
... risk-aversion and dampen innovation," the CSIRO said. "The Rules as Code approach has the potential to support new technology solutions that could reduce the cost and complexity for individuals and businesses in understanding, navigating, and working ...

VFMC partners for transformation

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... Singh said: "For investment managers like VFMC to thrive in today's environment, it requires comprehensive technology solutions that allow investment professionals to focus on their core business, and not be weighed down by legacy systems." "We're proud ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... unique communication and behavioural preferences, he said. "It will harness the power of appropriate digital technology solutions to make the experience a meaningful and more engaging one for the client. It's about prioritising what's best for the client ...

Crestone profits boosted by clients

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... from both new and existing clients contributed to the increase. "Crestone has invested in its client-facing technology solutions and in delivering enhanced access to investment opportunities. New employees include more advisers, a larger support network ...

FinPal and MiiiA merge, announce rebrand

ELIZA BAVIN  |  MONDAY, 16 SEP 2019
... for current customers and will allow them to better serve customers' future needs. FinPal and MiiiA provide technology solutions for financial services businesses that leverage Microsoft's business applications and cloud platform, including Dynamics ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... Wright's departure from BTFG have not yet been made public. Xplore Wealth offers platform, administration and technology solutions for about $13.5 billion in funds from stockbrokers, wealth managers and financial advisory firms. The company's ...

Insurer to add value via tech

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 JUN 2019
... sleep and meditation, saying the way people have embraced these apps proves there is a general desire for technology solutions for mental wellness problems.