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Showing 251 - 260 of 1001 results for "Task"

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

Netwealth reports significant growth

ANDREW MCKEAN  |  WEDNESDAY, 15 FEB 2023
... Financial Standard, recently Netwealth rolled out several platform enhancements, including a client account notification and task-tracking tool. The upgrade and release of "Activities" will allow advisers and clients to track and respond to tasks, such ...

Assets under custody stagnant: Data

CASSANDRA BALDINI  |  FRIDAY, 10 FEB 2023
... well placed to address the opportunities and challenges in the coming year through a combination of our working groups and task forces, which draw on the extensive expertise of member custodians."

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
Netwealth has advanced its client account notification and task-tracking tool available on its platform. The upgrade and release of "Activities" will allow advisers and clients to track and respond to tasks, such as corporate actions and account notifications ...

Sustainability reporting, biodiversity, social high on ASX agenda

RACHEL ALEMBAKIS  |  FRIDAY, 27 JAN 2023
"Future facing commodities" and the International Sustainability Standards Board (ISSB) accounting standards are the fastest rising topics of discussion in sustainability, while social issues are quickly rising to the fore with ASX-listed companies ...

Australian equities to outperform in 2023: VanEck

CASSANDRA BALDINI  |  FRIDAY, 13 JAN 2023
... and likely avoid a recession. "Australia has lower headline inflation than the US and many European nations. This means the task of the RBA containing high inflation without triggering a recession, aka 'hard landing', will be easier relative to other ...

Apex Group wins fund services mandate

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
Apex Group has announced its appointment by Kayne Anderson Rudnick Investment Management LLC (KAR) to service its global small cap fund. The financial services provider will act as fund administration and handle transfer agency services for the Kayne ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... their funds and strategies as 'ESG,'" deputy director of the SEC Division of Enforcement and head of the Climate and ESG Task Force Sanjay Wadhwa said. "When they do, they must establish reasonable policies and procedures governing how the ESG factors ...

CareSuper chair elected deputy president of ACSI

ANDREW MCKEAN  |  MONDAY, 21 NOV 2022
CareSuper chair Linda Scott has been elected as the Australian Council of Superannuation Investors (ASCI) deputy president. Scott said she's looking forward to making a strong contribution to support ASCI's excellent ESG leadership. ASCI said ...

Schroders hires from MLC

CHLOE WALKER  |  MONDAY, 14 NOV 2022
Schroders Australia has appointed Colin Keenan as institutional sales manager, providing local clients with solutions across Australian and global equities, private markets, fixed income and multi-asset. He brings 17 years' experience and joins from ...