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Showing 331 - 340 of 832 results for "Intelligence"

APAC outperforms despite global sustainable finance retreat

RACHEL ALEMBAKIS  |  FRIDAY, 13 JAN 2023
... such as the Russian invasion of Ukraine impacted sustainable dealmaking. However, Refinitiv senior analyst, deals intelligence - Asia Pacific and Japan Elaine Tan said that while levels decreased at a global level, within the APAC region, activity was ...

CBRE Investment Management appoints APAC research lead

CHLOE WALKER  |  FRIDAY, 13 JAN 2023
... solutions, investment outcomes and performance for our clients," CBRE Investment Management head of insights and intelligence Sabina Reeves said. "Her promotion to this regional leadership role demonstrates the strength of our more than 50-person-strong ...

Expand access to financial services: AUSTRAC

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
... The guidance aims to support people from diverse backgrounds and in challenging circumstances, with the financial intelligence agency acknowledging customer documentation required by financial institutions to prove identity isn't always accessible ...

Trustees must improve IDR processes: ASIC

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2022
... Further, ASIC said some trustees need to work on ensuring their IDR processes put the consumer first, and that they use intelligence from complaints to continually improve; only 50% of trustees said they do this already. From 2023, all trustees will ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
... will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In many ways, the trend around artificial intelligence and machine ...

TPB, bans dishonest tax agents

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
... and its compliance with superannuation legislation and regulations," he said. "The TPB decisions follow referral of intelligence from ATO compliance activity where we have worked with SMSF auditors to identify where their auditor numbers are being deliberately ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical point, consumers want good advice ...

Actuary of the Year named

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... executive manager, data and algorithmic ethics at IAG and is also a research affiliate at ANU's Humanising Machine Intelligence group and contributes to the not-for-profit Gradient Institute's work. "Chris is considered by his peers as the leading actuary ...

Investors protect against inflation: Report

CHLOE WALKER  |  WEDNESDAY, 24 AUG 2022
... conditions have driven considerable interest in inflation-resilient assets, according to the latest quarterly manager intelligence and market trends report by bfinance. The report found that despite ongoing volatility during the quarter, investors were ...

Rainmaker unveils managed fund flow winners

ANDREW MCKEAN  |  WEDNESDAY, 17 AUG 2022
... Wholesale Managed Funds Net Flow report, measuring the growth or decline of wholesale managed funds. Providing market intelligence on the use of wholesale managed funds, both open unlisted unit trusts and ETFs, the report supplies key intelligence for ...