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Showing 1291 - 1300 of 3541 results for "Reporting"

Institutions fail to adequately manage social risk

ELIZABETH MCARTHUR  |  TUESDAY, 9 APR 2019
... social capital has occurred suddenly and quickly, with little or no warning provided by current management indicators and reporting. "Indicators and reporting have proven to be backward-looking and ineffective," they wrote. "In some ways this is not ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... to Praemium, building on an existing relationship. Praemium will also provide portfolio administration and taxation reporting services for portfolios with international investments. Asgard Capital Management will renew its contract with Praemium for ...

APRA receives new super powers

KARREN VERGARA  |  FRIDAY, 5 APR 2019
... RSE licensees will be obliged to make publicly available the details of portfolio holdings twice annually after each reporting day - June 30 and December 31 each year by publishing this information on the fund's website within 90 days.

FCA hits Goldman Sachs over reporting failures

HARRISON WORLEY  |  FRIDAY, 5 APR 2019
... UK's financial services conduct regulator has fined Goldman Sachs International more than £34 billion over historic reporting breaches. The FCA revealed the fine late last month and said the global giant had failed to provide accurate and timely reporting ...

Managed accounts grow, but education remains low

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... managed accounts. Education issues still linger with managed accounts however, with more than 80% of potential users reporting they have basis or no understanding of the solution, and 40% recognising a lack of client education as a barrier to entry. ...

Protecting Your Super Package will cross finish line: Treasurer

KARREN VERGARA  |  TUESDAY, 2 APR 2019
... liabilities. The measure will not extend to small businesses," he said. Frydenberg vowed to reduced red tape by simplifying reporting obligations and streamlining administrative requirements when calculating the exempt current pension income (ECPI). ...

Alternative platform launches

HARRISON WORLEY  |  TUESDAY, 2 APR 2019
... weren't receiving much in return. "End clients are being charged exorbitant amounts for essentially technology-enabled reporting capabilities that make advisers' work easier but provide little value to the end investor," Hancock said. FinClear's solution ...

Regulators unite for life insurance transparency

HARRISON WORLEY  |  FRIDAY, 29 MAR 2019
... statistics publication, which uses more than 22,000 data points from across 20 insurers, collected under APRA's new reporting standard LRS 750, which came into effect late last year. According to the data, 92% of overall claims are paid in the first ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... Praemium's platform over the next two to three months. Praemium will also provide portfolio administration and taxation reporting for portfolios with international investments. MS Wealth Management has been using Praemium's virtual managed accounts (VMA) ...

APRA warns trustees on expectations

ELIZABETH MCARTHUR  |  THURSDAY, 28 MAR 2019
... improving member outcomes, trustee board capabilities and culture, risk governance, conflicts of interest, data and reporting, accountability and remuneration, insurance and inactive accounts, and the sole purpose test. On the issue of the sole purpose ...