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Showing 1171 - 1180 of 3539 results for "Reporting"

Zenith acquired by private equity firm

ALLY SELBY  |  WEDNESDAY, 18 DEC 2019
... directly with Zenith's investment consulting clients and lead the development of Zenith's investment solutions, tools and reporting for clients," Zenith said. Meantime managing partner David Smythe and partner Glen Franklin have exited the business following ...

Chief economist update: Oil's well that ends 2019 well

BENJAMIN ONG  |  WEDNESDAY, 18 DEC 2019
... market in 1Q20." The IEA left its global oil demand forecasts unchanged at 1 mb/d in 2019 and 1.2 mb/d in 2020 despite reporting that: "Global oil demand increased by 900 kb/d y-o-y in 3Q19, the strongest annual growth in a year." "Nearly three-quarters ...

VFMC partners for transformation

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... enrich our data, uplift exposure intelligence and enhanced analytics, facilitate stronger governance and deliver enhanced reporting," she said. Also commenting, BNY Mellon Asia Pacific head of asset servicing Rohan Singh said: "For investment managers ...

Half of all AFSL applications approved

ELIZABETH MCARTHUR  |  MONDAY, 16 DEC 2019
... that ASIC offices are closed between Christmas Eve and the end of the year. We encourage all AFS licensees to do their reporting as soon as possible in case ASIC assistance is required," the regulator added.

NULIS satisfies ASIC requirements

HARRISON WORLEY  |  MONDAY, 16 DEC 2019
... changes to internal policies and procedures recommended to it by KPMG, the independent expert charged with assessing and reporting on the adequacy of NULIS' compliance and risk management practices across its retail and wrap super funds. The recommendations ...

J.P. Morgan secures mandate extension

ELIZA BAVIN  |  MONDAY, 16 DEC 2019
... solutions and services that LGS needs. "In addition to custodial services, J.P. Morgan will also provide performance reporting to support LGS' responsible investment strategy, partnering with the fund to ensure the right infrastructure is in place to ...

Sam Henderson attempts to set record straight

ELIZABETH MCARTHUR  |  FRIDAY, 13 DEC 2019
... there - not that I'll ever do it again." Henderson was critical of the media, including this publication, for its reporting on the financial advice industry. "No one has stood up and said this is an industry that's in demand, that's in a ...

Super fund appoints GM

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... technologically-enabled future. Simon Smith joined the industry super fund last month as head of its technology capabilities, reporting to group executive of innovation and transformation Jeremy Hubbard. Leading Rest's technology team, Smith is responsible ...

Practice profitability at risk: MLC Life

JAMIE WILLIAMSON  |  FRIDAY, 13 DEC 2019
... have not made any changes to their business models in response to the changing advice environment. This is despite 67% reporting a reduction in profit since the commencement of LIF. At the same time, 33% of respondents said they are not ready for commissions ...

APRA slaps extra conditions on Avanteos

HARRISON WORLEY  |  WEDNESDAY, 11 DEC 2019
... with the purpose of the licence conditions. AIL will fully cooperate with APRA regarding the licence conditions. "Since reporting a breach to APRA and ASIC in May 2018, AIL has taken action to ensure that adviser service fees charged in error are refunded ...