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Showing 121 - 130 of 3529 results for "Reporting"

Crown Wealth director banned for two years

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... involve direct client contact or the provision of financial advice) rather than involve himself in the compliance and reporting obligations of Crown Wealth, and that his inaction and inattentiveness to these obligations was a serious lapse in judgment." ...

APRA tackles 'weak demand' for longevity products in second consultation

KARREN VERGARA  |  WEDNESDAY, 29 OCT 2025
... asset types may present to longevity product policyholders," APRA said. Another proposal is to introduce an Excel-based reporting template given the few entities currently offering longevity products. APRA will consult on reporting templates in early ...

VanEck joins uranium rush with new ETF

RIDDHIMA TALWANI  |  MONDAY, 27 OCT 2025
... expansion. New research by VanEck has revealed ETF adoption among advisers has intensified in the last year, with over 70% reporting greater usage and 65% using two or more smart beta strategies. The Australian ETF market recently passed the $300 billion ...

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... technology driven but compliance driven. "Fund managers expect more than just a processing unit - they want real time reporting and seamless onboarding for investors, as well as strong compliance. Compliance is something that cannot be taken for granted," ...

Regal Partners makes two senior hires

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... Stringer has joined the ASX-listed specialist alternative investment manager in the newly created role of head of strategy, reporting to chief executive and managing director Brendan O'Connor. Stringer brings substantial experience from her previous ...

Local PGIM manager exits

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
A PGIM senior manager has left the company following a global restructure aimed at simplifying its reporting structure. Hayley Douglas has finished up as a senior manager in PGIM's Sydney-based institutional relationship group, a position she held ...

Super moves: AusSuper, Aware, MLC, JANA, VFMC

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... responsible for managing the investment portfolio, crafting investment strategy, driving investment performance, and reporting and benchmarking the performance of Aware Real Estate's growing portfolio, which supports the retirement outcomes of Aware ...

Rumours swirl around Perpetual's wealth business sale

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
... experienced growth across the board. "It was a positive quarter for the business, with each of our three business lines reporting growth in assets managed, assets under advice or administration, largely benefitting from continued growth in markets in ...

Australian Ethical appoints chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 22 OCT 2025
Australian Ethical will welcome Anthony Lane as chief operating officer on November 10. Reporting to Australian Ethical chief executive John McMurdo, Lane will become a key member of the executive leadership team, responsible for overseeing day-to-day ...

HUB24 sees $5.2bn in net inflows

ANGELIQUE MINAS  |  TUESDAY, 21 OCT 2025
... $146.5 billion, up 30%. This includes Platform FUA of $122 billion, up 33%, as well as Portfolio, Administration and Reporting Services (PARS) FUA of $24.5 billion, which saw a 14% increase. HUB24 maintains a competitive market position, ranking first ...