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Showing 1421 - 1430 of 10087 results for "Strategy"

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... different scenarios through the Advice Wizard - a tool that streamlines the advice process from onboarding to financial strategy and annual reviews - has evolved. "We've improved our onboard, review, and Advice Wizards, ensuring ease and flexibility ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
Copia Investment Partners has won a partnership with HSBC Asset Management to distribute a strategy to retail investors. Copia will make the HSBC Global Infrastructure Equity Fund available to retail investors after it was launched to the institutional ...

Rest awards impact mandate

RACHEL ALEMBAKIS  |  TUESDAY, 27 FEB 2024
... impact investment target after allocating to a listed equity fund. Rest has invested in an international listed equities strategy run by Ninety-One, which "aims to achieve long-term total returns by investing in companies that are expected to contribute ...

Pay gaps at super funds, fund managers revealed

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2024
... Equality Agency (WGEA), with individual employer pay gaps reported for the first time as part of the government's strategy to solve the problem costing the economy $51.8 billion each year. According to the reporting, the financial services industry's ...

RBA appoints operations chief

KARREN VERGARA  |  TUESDAY, 27 FEB 2024
... model for the business, and the enterprise strategic project portfolio. Before that, she was a partner at Deloitte in strategy and operations consulting and held senior roles with Capgemini and EY.

MLC Life Insurance hires from Cbus

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... said he is pleased to have someone with Robinson's background and expertise joining the group to help deliver on its strategy. "Mirella has a proven track record of delivering customer experience by building strong teams, driving innovation, agility ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... and will ultimately be used to retire debt. Iress chief executive Marcus Price said the divestment is in line with its strategy of refocusing on core businesses of wealth, trading and market data, and superannuation. Iress is on track to divest its mortgages ...

ESSSuper welcomes strategy lead

ELIZABETH FRY  |  FRIDAY, 23 FEB 2024
... ESSSuper, the fund for emergency services and Victorian government employees, has hired a former UniSuper staffer as head of strategy and insights. Rosalyn deVries is taking up a senior leadership position that will be pivotal in shaping the asset owner's ...

Morrison divestment lifts Sequoia profits

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
... redundancies and acquisitions. Providing an outlook, Sequoia chief executive Garry Crole and chair John Larsen noted that the strategy announced in FY20/21 "was to build a sustainable group of businesses using a 'tortoise' rather than a 'hare' approach. ...

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... mark - yet they still see value in their SMSF, appreciating they are a genuine platform for their retirement savings strategy. For those who opt to take their money out of superannuation because of this change, Heffron flagged issues that must be considered ...