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Showing 81 - 90 of 207 results for "Streamlining"

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... client engagement platform. "The next-generation digital tool significantly enhances client and adviser experience by streamlining the advice process and increasing the productivity of face-to-face engagement," IOOF said. "The tool simplifies the data ...

US surpasses Asia Pacific for HNWI growth

ELIZABETH MCARTHUR  |  FRIDAY, 10 JUL 2020
... artificial intelligence, can enable firms to enhance revenues through better client experiences while reducing costs by streamlining processes."

Hold super accountable for miners' actions: Future Super

HARRISON WORLEY  |  THURSDAY, 11 JUN 2020
... Strait Islander Australians and the superannuation system, which recently published its final report, finding that streamlining the process for Indigenous Australians facing hardship to access their super early may help to improve their retirement outcomes. ...

New Year, new APRA

ALLY SELBY  |  FRIDAY, 20 DEC 2019
... do more to strengthen this figure in 2020. The regulator also identified room for improvement with its fourth KPI; streamlining and coordinating compliance and monitoring approaches. "APRA maintained strong working relationships with Australia's key ...

OnePath enhances OneView Life

HARRISON WORLEY  |  THURSDAY, 15 AUG 2019
... management portal. Advisers using OneView Life can now quote increases to their client's existing OneCare cover online, streamlining the service to ensure it compliments OneView Life's existing ability to quote cover reductions online. Recently, the ...

Super gets an insider in ministry reshuffle

HARRISON WORLEY  |  MONDAY, 27 MAY 2019
... strategy to reduce inefficiency and costs from legacy products; to form one regulatory regime for Financial Advisers and streamlining the Tax (Financial) Adviser requirement into the FASEA framework." The Australian Institute of Superannuation Trustees ...

Protecting Your Super Package will cross finish line: Treasurer

KARREN VERGARA  |  TUESDAY, 2 APR 2019
... extend to small businesses," he said. Frydenberg vowed to reduced red tape by simplifying reporting obligations and streamlining administrative requirements when calculating the exempt current pension income (ECPI). From 1 July 2020, trustees with interests ...

Macquarie axes SMSF residential property loans

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... continued focus on delivering the most competitive home loan product and best possible experience for clients, we're streamlining our core Macquarie home loan offering. "This means we'll no longer be offering family guarantee loans from 18 March ...

ASIC appoints to disciplinary panel

KANIKA SOOD  |  FRIDAY, 30 NOV 2018
... significant regulatory outcomes, particularly over the last couple of years. We want to continue that momentum by streamlining and simplifying the policies and procedures to ensure the MDP continues to be in a position to deliver efficient and fair regulatory ...

BTFG enhances life cover application process, waives fees

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... implemented reflect adviser business models, allowing information sharing between advisers and their support staff, streamlining the application process and making applying for life insurance easier and more efficient," BTFG head of product, life insurance ...