One of the key pressures custodians face is the management of disparate data sources. They often contend with information scattered across various systems, investment vehicles, and stakeholders, making it challenging to establish a single source of truth for tax reporting.
As the 30 June financial year-end approaches, investment operations and unit pricing teams are preparing for one of the most intense periods of the year.
Scaling with purpose: How mid-size advice firms can grow while maintaining client excellence
Are UK investors saving enough into their pensions, and could auto-enrolment better address the UK's retirement income challenges?
Many individuals begin thinking about retirement savings too late, but how early is too early to start retirement education?
A troubling gulf exists when it comes to retirement literacy with many unclear about how to transition from working life to retirement.
With a particular focus on Australia and the UK, the whitepaper explores how current superannuation and pension systems address existing and future retirement needs. It looks at what more can be done to improve retirement outcomes, including the role of government, providers, advisers, individuals, and technology.
GBST recently collaborated with a prominent Australian insurer to streamline and simplify the process for consumers in assessing their insurance requirements
and associated expenses. Read the use case here!
Reinventing Annuities: ‘Mix and Match’ innovative retirement income which was written by GBST in partnership with Simplify Consulting, analyses the income solutions currently available to those approaching and in retirement.
GBST have co-sponsored a report by financial services consultancy, the lang cat, into the fragmented and integrating forces at play in the adviser tech sector.
