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Showing 1391 - 1400 of 4065 results for "Engage"

ROAR launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
Financial planning technology firm ROAR Software has launched a Statement of Advice solution that comes with a human avatar. DynamicDocs, launched in partnership with customer engagement video software platform HumanableCX, converts Word-based SOAs ...

Government passes continuous disclosure changes

KANIKA SOOD  |  TUESDAY, 10 AUG 2021
... modernisations will allow for ongoing accountability through visibility and accessibility by giving companies the opportunity to engage virtually with their shareholders across the community and give more certainty for planning AGMs." Last year on May ...

Super ASX dominance trends down: Research

JAMIE WILLIAMSON  |  TUESDAY, 10 AUG 2021
... "As stewards of investments, asset managers - particularly those that operate at scale - monitor governance standards, engage with company managers and directors, and cast informed votes on thousands of management and shareholder proposals each year," ...

First Sentier launches infrastructure fund

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
First Sentier Investors launched a responsible listed infrastructure fund for wholesale and institutional investors, focused on companies that are contributing to or benefiting from sustainable development. The Responsible Listed Infrastructure Fund ...

Pinnacle NPAT doubles in FY21

KANIKA SOOD  |  FRIDAY, 6 AUG 2021
Pinnacle Investment Management reported a 108% increase in net profit after tax to $67 million in FY21, after strong inflows and good performance. Its boutique partners' total FUM at June end was $89.4 billion, up 52% from FY20. The FUM has grown at ...

Super fund member meetings under the spotlight

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
... of the ability to access this. ASIC said that annual members' meetings are "an important opportunity for trustees to engage with their members about key aspects of their fund and improve transparency" and enhance member experience. "Superannuation ...

UK pension funds commit to manager diversity

JAMIE WILLIAMSON  |  WEDNESDAY, 4 AUG 2021
Some of the UK's biggest pension funds have committed to tackling the lack of diversity in funds management. The Asset Owner Diversity Working Group has launched the Asset Owner Diversity Charter, which aims to "build and investment industry which embodies ...

First YFYS performance test results weeks away

KANIKA SOOD  |  MONDAY, 2 AUG 2021
... licensees affected by the application of APRA's discretion to combine historical product performance. It will also engage with the funds it thinks will fail the test a second time. "Following the first round of assessments under the performance test ...

GigSuper eyes $1.5m raise

KANIKA SOOD  |  FRIDAY, 30 JUL 2021
The superannuation startup geared at self-employed workers is looking to raise $1.5 million, as it sets it sights on 60,000 members in five years. GigSuper this week opened a crowd-funded raise for $1.5 million based on pre-money valuation of $8.1 million. ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...