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Showing 1 - 10 of 160 results for "Streamlining"

Wealth firm gears up to change administrator

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... will result in fee reductions for some members, the "ultimate goal" is to consolidate everything onto one platform, streamlining products and brands. "We're organising several products to transition into our flagship, Acclaim Super, eliminating duplication ...

Perpetual awards State Street subsidiary a major mandate

ANDREW MCKEAN  |  MONDAY, 25 MAR 2024
... capabilities, especially for Australian and global fixed income markets. "This is an important partnership that ensures the streamlining and simplification of front office operations within Australia on a single OMS platform with Charles River," Squires ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... in growth assets for longer, which is expected to have higher returns over the long term for members of all ages. "Streamlining our investment menu also means that from 1 July 2024, our competitive Growth investment option, that we're renaming High Growth ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... milestone in our progress towards a simpler, more focused Iress. As part of our refreshed strategy, we are committed to streamlining operations, reducing costs and managing our portfolio of non-core assets for release of capital to reduce debt," he said. ...

Future Group commences organisational restructure

ANDREW MCKEAN  |  TUESDAY, 20 FEB 2024
... of the restructuring involves merging separate marketing departments into a singular group marketing function and streamlining administration and backend processes onto one platform. "Whilst we are undertaking more detailed consultations with our team ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
... solved without the need to speak to a consultant over the phone." The "enhanced digital experience" also entailed streamlining various forms such as adviser-initiated pension payments, advice fee-grouping, digital advice fee, switch, and application ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... giving precious time back to advisers to focus on their clients by increasing efficiencies, improving compliance and streamlining day-to-day processes," Power said. Elemnta chief executive Shaun Green said during the pilot stage, advisers gave "overwhelmingly ...

J.P. Morgan readies evergreen solution for wholesale market

ANDREW MCKEAN  |  MONDAY, 13 NOV 2023
... J.P. Morgan is set to expand its local product offering, increasing the frequency of capital raising efforts and streamlining the application process for alternative investment opportunities to ensure that investors - and their advisers - enjoy greater ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... more clients than other firms on average and can serve them with greater service efficiency from a lower spend. "By streamlining the advice process and implementing well-documented service models and systems, high-performing firms enable advisers to ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... advisers on the horizon. The fund manager's new platform - Betashares Direct - offers an "AutoPilot" feature, streamlining the process of setting up recurring investments, investing in professionally constructed diversified portfolios, and building ...
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