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Showing 1421 - 1430 of 3543 results for "Reporting"

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
... Today's news builds on Praemium's 13-year relationship with MS Wealth, under which it has provided performance and tax reporting services since 2005. Morgan Stanley head of institutional equities and wealth management Ian Chambers said managed ...

Unpaid super reaches $6bn

DARREN SNYDER  |  MONDAY, 4 JUN 2018
... the policy lacks clarity around an employee's ordinary time earnings and salary sacrificed ordinary time earnings reporting which makes it difficult to determine entitlements.

CBA settles with AUSTRAC for $700m

JAMIE WILLIAMSON  |  MONDAY, 4 JUN 2018
... and Counter-Terrorism Act, in addition to those already acknowledged. These include contraventions in risk procedures, reporting, monitoring and customer due diligence. Under the agreement, a statement of agreed facts was devised. In that document CBA ...

Platform provider extends relationship with wealth manager

HARRISON WORLEY  |  TUESDAY, 29 MAY 2018
... JBWere has extended its contract with Praemium for two years. The deal will allow JBWere to continue to use Praemium's reporting solutions for its wealth management client portfolios. Currently the solution is valued at over $1 million annually, and ...

Life insurance data improving: Regulators

HARRISON WORLEY  |  FRIDAY, 25 MAY 2018
... the regulators will aim to drive accountability in the life insurance sector by moving to establish an ongoing data reporting regime which takes advantage of APRA's data collection powers. The regime will regularly publish reliable and comparable aggregated ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... and paraplanners. The software will provides benefits including process and production efficiencies, enhanced CRM and reporting capabilities, strategy and product modelling capabilities, and cloud-based and API integrations. Midwinter head of institutional ...

T. Rowe Price appoints head of research

KANIKA SOOD  |  WEDNESDAY, 23 MAY 2018
... team with a new hire from Macquarie. Joining from Macquarie Investment Management is Chris Wu as an investment analyst, reporting to Martyn. At Macquarie, he worked as an equity investment analyst for large and small cap stocks. The appointments take ...

BBSW methodology restores trust

DARREN SNYDER  |  TUESDAY, 22 MAY 2018
... for Financial Benchmarks." "The process of defining the new methodology has also involved clarifying trading and trade reporting guidelines for the underlying bank bill market, giving users of that market more confidence in conducting their trading and ...

Private debt attractive for instos: Sahota

KANIKA SOOD  |  FRIDAY, 18 MAY 2018
... protections like covenants that protect capital; floating-rate returns that hedge against changes in inflation, and better reporting on the underlying asset's performance. The managers are targeting a return of cash plus 4-5% per annum. Besides Sahota ...

Blue Sky short seller launches new fund

KANIKA SOOD  |  FRIDAY, 18 MAY 2018
... selling idea will be released in Hong Kong soon. The team has experience in forensic accounting, law, investigative reporting and investment banking. The privately-owned investment firm draws its name from legendary killer whales that hunt successfully ...