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

Search Results

Showing 81 - 90 of 387 results for "Portal"

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... 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 ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
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 ...

Netwealth reports significant growth

ANDREW MCKEAN  |  WEDNESDAY, 15 FEB 2023
... 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.

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... 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 ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... 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. ...

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 ...