Search Results | Showing 81 - 90 of 387 results for "Portal" |
| | | ... receive any membership services. "We hear every day from AFA members who need some help in completing the move to a new portal, and some others who have been on leave," Abood said. "We will continue the offer to transfer and retain the membership start ... |
| | | | The platform provider has agreed to take over 100% of myprosperity for $40 million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate ... |
| | | | ... Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." The newly developed activities will support over 40 common tasks and alerts. |
| | | | ... taking up the product, in addition to several financial advice firms that would be to access it through the Vanguard Adviser Portal. "Not all of those will follow through, we know that. But we think a good number will, so we're really excited by ... |
| | | | ... Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." Netwealth said the newly developed activities will support over 40 common tasks and alerts, which will grow over time. ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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