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Showing 141 - 150 of 3533 results for "Reporting"

Tim Unger to depart ART

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
... depart at the end of the month. Unger, senior portfolio manager of sustainable investments, is tasked with research and reporting within ART's sustainability investment team, with a focus on helping to implement the fund's net zero portfolio ...

Netwealth separates itself from First Guardian: 'A case of fraud'

ELIZA BAVIN  |  THURSDAY, 9 OCT 2025
... HIN-holding clients directly through the platform. "We're excited to be adding individual HIN administration and reporting for our users, as part of our mission to continuously improve efficiencies, user experiences and customer options as we expand ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
HUB24 has launched a new client reporting tool, Engage. The solution aims to help financial advisers create transparent and timely reports for custody and non-custody asset investments. HUB24 said advisers spend 57% of their time engaging in client-facing ...

State Super offloads investment team to Frontier Advisors

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... it will "support investors with their portfolio management, operational, risk management, administration, custody and reporting requirements, while retaining its unconflicted adviser status." State Super has been a client of Frontier Advisors since 2006. ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... longer experimental" and flows into key areas like faster onboarding, smoother client meetings, personalising client reporting at scale, compliance monitoring, and investment automation. "Across advice, administration, and reporting, most major processes ...

ETF adoption 'intensifies': VanEck

ELIZA BAVIN  |  WEDNESDAY, 8 OCT 2025
New research 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 2025 VanEck Smart Beta Survey also found the depth of usage has expanded ...

Aware Super enhances portfolio management capabilities

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... confident that Aware Super will deliver better analytics while facilitating a cohesive and streamlined approach to their reporting frameworks." The implementation follows Aware Super's launch of a new digital advice tool to help members with retirement ...

Platform trustees told to improve investment governance

JAMIE WILLIAMSON  |  TUESDAY, 7 OCT 2025
... for identifying and monitoring performance issues or risk concerns. It also highlighted a lack of timely and objective reporting of key risk and performance issues, including significant outperformance which could indicate potential concerns. "Thresholds ...

Prime Super recruits product veteran

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... contract roles at AMP and Russell Investments. The second hire, Stephen Jones has been appointed as insurance claims and reporting specialist bringing more than two decades of expertise in complex claims management, complaints resolution and process ...

Super Moves: ANZ Staff, Aware, Equip, ART, VFMC

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... WorkCover NSW and Mercer. Meanwhile, Aware Super has welcomed Stefan Brett to its London office as valuation manager, reporting to Michael Wright, senior manager of private markets control based in Sydney. Brett is tasked with leading the independent ...