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Showing 81 - 90 of 382 results for "Portal"

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... founding team capability or strategic partnerships, these firms may struggle to survive," it said. Finura also expects client portal use will go mainstream due to 2022's cybersecurity events. "According to Investment Trends, only 40-45% of advised clients ...

2023 adviser exam dates released

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... in time to book for an exam, their AFS licensee should apply for an exam eligibility number through the ASIC Regulatory Portal no later than 15 days before the last day of the booking period for an exam," ASIC said. All exams will be delivered by remote ...

AustralianSuper botches major tech upgrade

ANDREW MCKEAN  |  TUESDAY, 29 NOV 2022
AustralianSuper has recently implemented an upgrade to its member portal and app, but some members can't access or transact on their accounts. Last week, the fund said it had identified that some pension payments hadn't been made correctly due to an ...

APRA urges entities to strengthen risk management

CASSANDRA BALDINI  |  FRIDAY, 25 NOV 2022
... concerning the FAR - APRA Connect," he said. The platform is APRA's new data collection system and will be used as a single portal to avoid the need for entities to report to APRA and ASIC separately. He highlighted that now is a good opportunity for ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... disciplinary body for financial advisers," Sciacca said. Sciacca explained registration will take place through the ASIC Connect portal and will be opened in the second quarter of next year to give licensees enough time to ensure advisers are signed ...

Vanguard Super reignites fee war with launch

JAMIE WILLIAMSON  |  FRIDAY, 11 NOV 2022
... the product, in addition to several financial advice firms that will be able to access it through the Vanguard Adviser Portal, to be rolled out in the coming months. "Not all of those will follow through, we know that. But we think a good number will ...

Colonial First State partners with Bravura, Tech Mahindra

CHLOE WALKER  |  MONDAY, 24 OCT 2022
... integration with adviser software, and market leading portfolio construction tools. It will also feature a new employer portal completely integrated with clearing house, improved employer support and reporting, and simplified employee maintenance underpinned ...

Fidante revamps brand, online offering

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
Fidante has a fresh look, unveiling a new brand, online offering and registry service. The new look includes a revamped logo in the colour green to reflect growth and prosperity. Meanwhile, the new website is cleaner, with a more personalised and user-friendly ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... Heine said explained the technologies listed as "ones to watch out for." The report said 30.4% of firms have adopted client portal technology. Survey and client feedback tool usage has grown sharply with an increase of 57.8% from 46.7%, and a further ...

Legalsuper launches new member portal

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
The industry super fund has teamed up with Link Group to create a new cloud-based online portal, using real-time data to connect with members. The MemberAccess platform delivers on legalsuper's commitment to provide members with "the best online ...