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Showing 1181 - 1190 of 7602 results for "Know"

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... client service functions. WealthEye CRM also provides analytics and reporting. FYG general manager Andrew Wootton said: "We know technology is the way forward for advice because it automates and takes the focus off tasks that have been overwhelming advice ...

FPA and AFA set to merge

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
The two major advice associations will merge to create the Financial Advice Association of Australia as voted by members today. Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) overwhelmingly ...

Dataset to ease policy planning for ageing population

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
With an ageing population but no accepted approach for measuring the age of retirement, KPMG has taken the same approach used to determine life expectancy to produce an age of retirement dataset. In producing the dataset, KPMG has determined the expected ...

SEC fines Mormon Church investment arm

KARREN VERGARA  |  WEDNESDAY, 22 FEB 2023
The US corporate regulator has slapped a large fine on the Mormon Church after finding that its investment arm obfuscated the true financial value of its portfolio that ballooned to as much as US$32 billion ($46.7bn). Ensign Peak Advisers, the investment ...

CBA Group Super pursues merger with ART

ANDREW MCKEAN  |  WEDNESDAY, 22 FEB 2023
... "Though Group Super has delivered good outcomes for members over the years, we are still a relatively small fund, and we know scale is important to deliver long-term outcomes for superannuation fund members," the super fund's trustee chair Rosemary ...

Frontier named asset advisor to university

CASSANDRA BALDINI  |  TUESDAY, 21 FEB 2023
Frontier Advisors has been picked by the University of Adelaide to be its independent asset advisor. Following the appointment, Frontier will work on the strategy, structure, and monitoring of the university's endowment fund. The fund is used to finance ...

abrdn terminates funds amid transition

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2023
abrdn is terminating five funds as part of the consolidation of the local business, key to which is its recent partnership with SG Hiscock. The fund manager has confirmed it will terminate a raft of funds on or around March 15, including some of its ...

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... independent, institutional investment consultant," JANA principal consultant and head of New Zealand David Surridge said. "We all know that there is no one size fits all when it comes to investing, especially in NZ as organisations pursue their Te Tiriti ...

Adviser pay, incentives disparity revealed

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
... what is already an overheated marketplace, practice principles need to keep abreast of the latest trends in this space and know just how their salary and benefits packages compare to the marketplace," he said. Another Business Health white paper, Future ...

GQG Aussie inflows up, total FUM slumps

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
GQG Partners reported positive inflows for its local business but saw profit and overall assets under management decline across the board. Total assets under management slumped 3.5% to US$88 billion ($128bn), according to full-year results ending December ...