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Showing 101 - 110 of 566 results for "ProActive"

iExtend finds interim arrangement to operate

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... iExtend chief executive David Sarkis said the CAR, established with Ingenious Brokers, is "the next step in iExtend's proactive licensing journey". Securing the CAR arrangement is an important development in iExtend's journey as it demonstrates ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... make decisions, such as buying a new home or investment, if and when rates do change. "The best thing we can do is be proactive in this approach rather than waiting for the impacts of a rise and then working out the clients' options," Devlin said. ...

Ontario Teachers' names chief investment officers

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2024
The Ontario Teachers' Pension Plan's investments will now be led by two chief investment officers, one to oversee asset allocation and the other to execute on public and private investments. At the end of 2023, Ontario Teachers' chief investment officer ...

Boards unprepared for new workplace laws: Research

ROSE MARY PETRASS  |  THURSDAY, 14 DEC 2023
... respond to sexual harassment and other positive duty conduct have improved since 2021, directors would like to see more proactive initiatives to prevent workplace sexual harassment and other positive duty conduct. The research found sexual harassment ...

ASIC curbs high-risk offers from online trading providers

ANDREW MCKEAN  |  WEDNESDAY, 6 DEC 2023
... may be unfair, inappropriate or result in poor investor outcomes. ASIC commissioner Simone Constant said: "Our more proactive approach to identifying and disrupting emerging risks and harms is in response to the rapid pace of change we have observed ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ...

Perth Mint enters voluntary enforceable undertaking

CASSANDRA BALDINI  |  THURSDAY, 23 NOV 2023
Perth Mint has entered an enforceable undertaking (EU) with AUSTRAC to improve compliance with Australia's anti-money laundering and counter-terrorism financing (AML/CTF) laws. In August, the financial crimes regulator ordered the appointment of ...

MA Financial issues first RMBS

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... business." Wyke said MA Money's ambition is to be a regular RMBS issuer in the term market. "We will continue to take a proactive approach and engage with investors to share our growth strategy and expand our investor base," he said. Already, MA Money ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2023
Loyalty among superannuation fund members is at a three-year high, with just 18% now intending to take their retirement savings elsewhere. That's according to the latest CSBA FEAL Superannuation CX Benchmarking report, which surveyed more than 7200 ...

Investors warned on human rights risk in Israel-Hamas conflict

RACHEL ALEMBAKIS  |  FRIDAY, 13 OCT 2023
... escalate with little warning as they have in Israel-Gaza," Parker said. "This event highlights the importance of taking a proactive approach to identifying and managing investment risks associated with armed conflict." The investor toolkit sets out a ...