Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 81 - 90 of 428 results for "Enhancements"

Mason Stevens welcomes former Iress chief

CASSANDRA BALDINI  |  TUESDAY, 14 FEB 2023
... Southern. On the appointments, Yule said: "Vien and Tracy's combined experience in driving forward technological enhancements and business growth will ensure Mason Stevens remains at the forefront of the industry."

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
Netwealth has advanced its client account notification and task-tracking tool available on its platform. The upgrade and release of "Activities" will allow advisers and clients to track and respond to tasks, such as corporate actions and account notifications ...

Praemium takes 53% hit to inflows

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... returned to a reasonably consistent positive flows contribution. "It demonstrates advisers continue to value the enhancements and integration implemented over the course of the prior financial year," Wamsteker concluded.

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
... Mason Stevens chief executive Tim Yule said: "Vien and Tracy's combined experience in driving forward technological enhancements and business growth will ensure Mason Stevens remains at the forefront of the industry."

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... can tailor to suit their business and the unique needs of their clients. Once the platform is launched in Q1 2023, enhancements will expand the breadth of CFS investment offerings to include international equities, foreign currency, margin lending and ...

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
Insignia Financial has made enhancements to its advised super, pension, and investment Expand wrap products, affording financial advisers greater management flexibility. As part of its simplification and transformation program, Insignia has introduced ...

Confidence in a 'comfortable' retirement nears lows

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
... non-retirees to seek retirement-related information and wanting to be better prepared. Non-retirees shared they are seeking enhancements around projections of cost of living for different lifestyles, expected weekly income, and inflation adjustments. ...

AMP debuts hybrid retirement solution

ANDREW MCKEAN  |  TUESDAY, 18 OCT 2022
... leaving most of the accumulated super balance when they pass. "Innovations have been fairly light on, there's been enhancements to account-based pensions, enhancements to annuities, there hasn't been any revolutions in any of that," he said. "Attempts ...

Not ruling anything out: Insignia Financial

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... told Financial Standard. "Our focus right now is really making sure we can simplify the business and deliver client enhancements." Insignia's full-year results, released yesterday, pointed to super as a core part of its future strategy. "We see ourselves ...

ASIC working to improve breach reporting regime

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... ASIC commissioner Sean Hughes said the regulator is seeking "common-sense solutions". "ASIC will consider whether enhancements are required to the approved form on the Regulatory Portal for lodging reports. We will also consider whether further practical ...