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Showing 1211 - 1220 of 7604 results for "Know"

AFA, FPA propose merged entity name

KARREN VERGARA  |  TUESDAY, 7 FEB 2023
Australia's two peak financial advice associations have flagged the new name of the proposed entity should their merger go ahead. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) will be known as the ...

Magellan FUM increases despite outflows

CASSANDRA BALDINI  |  MONDAY, 6 FEB 2023
Magellan reported net outflows of $0.5 billion in January but said its funds under management (FUM) increased slightly by almost 2% last month. The group said FUM shifted in January to $46.2 billion from $45.3 in December, however it is still down in ...

CPA calls for regulatory reforms for NFPs, charities

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
In its latest pre-budget submission, CPA Australia has asked for the government to assist not-for-profits (NFPs) in building out their capabilities. To do so, the professional accounting body has suggested incentivizing small business and NFPs to access ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... but that the regulator pursuing advisers is time consuming and would not address the systemic risk to consumers. "We all know the feeling of receiving an unsolicited call from a number we don't recognise and speaking to somebody we don't know who is ...

Pella broadens horizons, launches UCITS fund

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2023
... first Australian asset manager to be added to its platform. "We are incredibly pleased with our choice in partners because we know the importance of having passionate people who share the same vision. Universal Investment and CAPinside are market leaders ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
Finura Group said it expects to see six key themes emerge this year for technology in the financial services industry. In its Wealth Tech Predictions 2023 report, the global technology consultant said wealth professionals are confronted with both headwinds ...

Super funds must unlock diversification opportunities: HSBC

ANDREW MCKEAN  |  TUESDAY, 31 JAN 2023
The recent partnership between the Australian Institute of Superannuation Trustees (AIST) and HSBC will help superannuation funds diversify globally, says the latter's head of markets and securities services Nick Wheeler. In an interview with Financial ...

ISA renews calls for super to be paid with wages

CHLOE WALKER  |  MONDAY, 30 JAN 2023
... boosts government revenue, lifts investment returns and puts all employers on a level playing field. "Out on the street people know that super is money that you save for your retirement, and it is this simple notion that should be reflected in any laws ...

abrdn head of Aussie equities departs

ELIZABETH FRY  |  MONDAY, 30 JAN 2023
... start of a New Year is typically a time for reflection, appreciation and enthusiasm for what lies ahead. "Many of you would know that 2022 saw me wrap up my time with abrdn and farewell the wonderful people that have made my 18-year journey nothing short ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
Implementing an artificial intelligence solution has saved Insignia Financial tens of thousands of working hours, it says. The financial services company rolled out its first digital worker called Optimus in 2019 and has since steadily increased its ...