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Showing 91 - 100 of 3529 results for "Reporting"

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
... clients' portfolios. This will provide deeper portfolio insights, richer risk analysis, and greater transparency and reporting for clients," Verner said. "Wealth management continues to evolve to be more personalised and advisory driven, and we are delighted ...

'Unretiring' a global trend: T. Rowe Price

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
... Australia, while optimism was highest in the UK. Confidence also differed by gender, with women - especially single women - reporting significantly lower retirement confidence compared to men. This was most notable in Australia, where 31% of men reported ...

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
... 2021 peak 60%. Another key challenge is persisting knowledge gaps about retirement products, with those who do use them reporting "high levels" of satisfaction. "Fewer than 30% of retirees clearly understand retirement income options, yet 76% of those ...

Benchmark report reveals crucial blind spots in whistleblower protections

MATTHEW WAI  |  THURSDAY, 4 DEC 2025
... processes need to be tailored to the circumstances of each company, providing dedicated web pages for whistleblower reporting, enabling communication with anonymous disclosers, and fostering a stronger speak-up culture are all steps companies can take ...

Life insurers to up external fund manager mandates: Survey

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
... an investment function. The second reason was because external managers are able to provide "greater transparency and reporting". Executives said greater control over investment portfolios, model changes, analytics and risk factors are the third top ...

AI to maximise returns for super members: Report

ANGELIQUE MINAS  |  FRIDAY, 28 NOV 2025
... construction more efficient and cheaper. "The data suggested that... AI is a really important opportunity for customising both reporting and improved engagement. Bots could be trusted, could be much more efficient, much cheaper," he said. He also suggested ...

Super moves: ART, TCorp, Future Fund, QIC

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... She is also charged with monitoring portfolio performance, engaging with managers on sustainability initiatives and reporting, and contributing to thought leadership and policy development on responsible investment within private markets. Previously ...

CareSuper exec joins Prime Super

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... Williamson has started a new role with the $8 billion superannuation fund, leading the risk and compliance function and reporting to Prime Super chief executive Raelene Seales. His appointment as general manager, risk and compliance, follows a nine-month ...

FX coaching platform handed additional conditions over compliance failures

MATTHEW WAI  |  WEDNESDAY, 26 NOV 2025
... these matters to ASIC for the watchdog to determine if any further action is warranted. "Compliance with the financial reporting and notification obligations is important to allow ASIC to monitor the AFSL's financial health on a timely basis and ...

Two financial services directors fined $15k over reporting failures

MATTHEW WAI  |  TUESDAY, 25 NOV 2025
... deputy chair Sarah Court warned Australian financial services licence (AFSL) holders that it is sternly cracking down on reporting failures. "It is important that AFS licensees lodge timely reports with ASIC so that ASIC can monitor their financial health ...