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Showing 131 - 140 of 1697 results for "Communication"

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... continued use of jargon, a failure to personalise the client journey, irrelevant newsletters, long meetings, irregular communication, confusing documentation, and an extensive onboarding process, as practices that continue to plague the industry. "To ...

Local family office backs new venture to invest in climate tech

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
The family office of Daniel Besen has become an anchor investor in new venture capital firm Climate Tech Partners, investing in "innovative software and hardware companies" accelerating decarbonisation. Climate Tech Partners was founded by Patrick Sieb ...

Investment down as uncertainty rises

ELIZA BAVIN  |  FRIDAY, 7 FEB 2025
... economic growth should work to minimise uncertainty. Greater transparency, well designed institutions and strong communication can help to better guide market expectations. "Making policy decisions, and their transmission through the economy, more predictable ...

Best Australian share funds of 2024: Mercer

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
... sector positioning hasn't dramatically changed over the last few months, maintaining an overweight to financials and communication services while keeping an underweight to more growth orientated sectors like consumer durables and real estate. "This positioning ...

Minimum service standards for super funds welcomed

ELIZA BAVIN  |  WEDNESDAY, 29 JAN 2025
... plan. SMC chief executive Misha Schubert said super fund members rightly expect the highest standards of service, communication, and care. "Super funds have tens of millions of interactions with their members every year, and members expect those interactions ...

BlackRock settles lawsuit for 'misleading consumers'

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
BlackRock has reached a settlement in a lawsuit filed by the State of Tennessee, which alleged the asset manager misled consumers about how much its investment strategies were influenced by ESG considerations. Tennessee's suit alleged BlackRock failed ...

SEC fines private equity firms for recordkeeping failures

KARREN VERGARA  |  TUESDAY, 14 JAN 2025
... join a growing list of financial institutions that have violated federal securities regulation for using unapproved communication methods or "off-channel communications," according to the SEC. Kohlberg Kravis Roberts & Co (KKR) will pay US$11 million ...

Channel Investment Management secures RE mandate

KARREN VERGARA  |  TUESDAY, 14 JAN 2025
Channel Investment Management has secured a responsible entity (RE) mandate from a global real estate fund manager to oversee another two strategies. CBRE Investment Management's Global Infrastructure Securities Fund and Global Property Securities ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Highly experienced financial services expert Anne Fuchs now has a broader new role at Australian Retirement Trust. ART executive general manager for advice, guidance and education has been appointed executive general manager of advocacy and impact. ...

ART beefs up analytics team

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Australian Retirement Trust has recruited two specialists to help lead its strategic, digital, and cultural transformation. First up, Sarah Dunn has been appointed general manager of transformation. She joins from Victorian Funds Management Corporation ...