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Showing 341 - 350 of 2382 results for "Finding"

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... to dedicate more time and energy to client engagement and delivering higher value interactions," she said. Another key finding is that top firms actively collect feedback and use these insights to refine and reinforce their client value proposition. ...

Internal teams gain decision-making power: Frontier

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2023
... and leading to more direct engagement with managers than may have previously occurred. With that in mind, an interesting finding from the study shows there has been a rise in negative sentiment among fund managers in regard to internal teams. In 2014 ...

AAT overturns ASIC ban on investment guru

CASSANDRA BALDINI  |  FRIDAY, 20 OCT 2023
The Administrative Appeals Tribunal (AAT) has nullified ASIC's ban on Dominique Grubisa, an investment guru and DG Institute founder, from participating in credit activities and financial services. In 2022, Grubisa was banned for four years after ...

Former AMP Capital executive takes over at Selfwealth

CASSANDRA BALDINI  |  THURSDAY, 19 OCT 2023
... assisted the bank in developing its online trading platform. SelfWealth chair Christine Christian expressed her delight in finding someone of Keary's calibre and experience to fill the role. Christian said the new chief executive is joining the company ...

Calls for paid menopause leave gather momentum

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2023
Aware Super will now offer employees paid menopause leave, as the Finance Sector Union (FSU) launches an industry-wide survey on the impact of menopause and menstruation in the workplace in tandem with World Menopause Day. The Australian Institute of ...

Alternatives to top $33tn by 2028

CASSANDRA BALDINI  |  WEDNESDAY, 18 OCT 2023
Globally, alternatives' assets under management (AUM) will reach around $33 trillion (US$24.5tn) by the conclusion of 2028, up from the estimated $22 trillion (US$16.3tn) expected at the end of 2023. According to Preqin's Future of Alternatives ...

ANZ breached disclosure laws in 2015 raise: Court

CHLOE WALKER  |  MONDAY, 16 OCT 2023
... market that underwriters had filled a $790 million shortfall when raising $2.5 billion from institutional investors. The finding follows the failure of the Australian Competition and Consumer Commission's criminal case against ANZ and its underwriters ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
New research finds that 75% of Australians earning $120,000 or less per annum feel financially confident with the help of a financial adviser compared to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning ...

Family office executives take investment reins: Ocorian

CHLOE WALKER  |  THURSDAY, 5 OCT 2023
Improved professionalisation has seen a "significant transformation" in the family office sector, with executives increasingly empowered to manage family assets in-house, according to a new study by Ocorian. As part of the study, conducted earlier in ...

PwC chief executives hold too much power: Review

CASSANDRA BALDINI  |  THURSDAY, 28 SEP 2023
Too much power has rested in the hands of PwC chief executives, who are elected in a presidential-style campaign and, other than maintaining popularity, have unchecked authority, an independent review has found. The report by former Telstra boss Ziggy ...