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Showing 171 - 180 of 3533 results for "Reporting"

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... operations, sales and marketing. Intelliflo provides financial planning, client onboarding, CRM, compliance workflows, and reporting solutions. Based in the UK, intelliflo was founded in 2004 and is used by more than 30,000 professionals from 2600 advisory ...

Binance under microscope over loose controls

MATTHEW WAI  |  MONDAY, 25 AUG 2025
... "Understanding specific risks of criminality in the Australian context is crucial to ensure they're meeting their reporting obligations here." Binance has since acknowledged AUSTRAC's decision. "We have engaged openly and transparently with AUSTRAC ...

Chalmers confirms super performance test changes are coming

ELIZA BAVIN  |  FRIDAY, 22 AUG 2025
... Roundtable where she presented ways to cut down on duplication including recommending a 'tell-us-once' principle of reporting. "The government's announcement it will be introducing 'tell-us-once' legislation to reduce regulatory duplication is a significant ...

CareSuper adds three to investments team

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... joining the team as investment communications manager. Jenke also joins from HESTA, where she was responsible investment - reporting and communications lead for the past three years after having served as a consultant for the fund in the same capacity ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
After reporting a $185 million loss last year, Insignia Financial has clawed its way back to a $16.1 million profit in FY25. Insignia Financial has undergone an extensive cost optimisation program in recent years, which included transitioning its master ...

Perpetual flags $153.7m impairment

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... support future growth. In the first half of FY25 J O Hambro experienced outflows of $3.6 billion. At the time of Perpetual reporting its 1H results, it flagged a non-cash impairment charge of $25.5 million because of J O Hambro's poor performance. In ...

VG1 replaces investment manager, books massive loss

KARREN VERGARA  |  THURSDAY, 21 AUG 2025
... said. In FY24, it made $135.3 million in revenues, which drastically slid 95% to $7 million at the end of the June 2025 reporting period. VG1 made $64.1 million in profits in FY24, which was down 127% year on year. VG1 is an actively managed, concentrated ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve, with 52% reporting a rise in earnings. Only 11% recorded a decline in earnings - the lowest level in a decade. To be profitable, success ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... over seven hours per week, while another 28% have saved four to six hours on average. Additionally, 69% cited portfolio reporting tools as essential and 61% cited integrations with planning software as key. Further, the study found that 67% of users ...

Mercer Super sued over 'longstanding and systemic' failures

JAMIE WILLIAMSON  |  THURSDAY, 14 AUG 2025
... breaches. Allowing investigations into significant issues to drag on for months or, in some cases, over a year without reporting them to ASIC demonstrates a lack of care for customers and can put more at risk. "As one of Australia's largest super ...