Consolidating reporting systems

Organisations using legacy platforms will struggle to meet market and regulatory requirements, and should consider an investment book of record, according to one technology provider. “When organisations are still using a legacy platform, they are forced to build and develop satellite systems, all sorts of different systems to try and move with the evolving requirements,” […]

Merger tax break spurs Suncorp-Asteron clean-up

Suncorp Wealth Management has  taken advantage of the Government’s  temporary waiver of capital loss crystallisation  on successor fund transfers to  dramatically simplify its retirement  savings offerings, reducing the number  of unit prices it cuts daily from 1000 to 150.