Search Results | Showing 351 - 360 of 3533 results for "Reporting" |
| | | ... client accounts transferred to the Expand platform. Insignia said the migration cost is one of the core reasons for reporting a loss in its FY24 results. |
| | | | ... chief executive Annick Donat stepped down in July. The last financial year was another "challenging period" for Clime, reporting a statutory loss of $3.8 million. During the period, it offloaded Madison Financial Group to Infocus Wealth Management due ... |
| | | | ... billion in the quarter to September and $3.1 billion of positive market movements. Competitor Netwealth is not far behind, reporting a total FUA to $95.4 billion. HUB24 has a total of 4720 advisers using its platform. Retail comprises the lion's share ... |
| | | | ... and the number of financial advisers has significantly decreased," Schatto said. "We've found that because of the reporting requirements and the increased regulations, combined with the number of older financial advisers retiring and fewer younger ... |
| | | | ... lending at Aeriance based in London and held senior positions at Morgan Stanley, Barclays Capital, and Societe Generale. Reporting to Limpalaër, Maria Reed assumes the role of head of fund services for the Americas. Reed spent nearly a decade at BlackRock ... |
| | | | ... Godfrey. On 1 July 2022, ASIC suspended ISG's AFSL, having found that ISG had failed to meet statutory audit and financial reporting lodgement obligations for itself and the schemes, and did not have required professional indemnity insurance coverage ... |
| | | | The advising-arm of AMP continues to expand its network after reporting revenue growth in 1H24. Its advice revenue and revenue per practice have increased 16% and 11.6% respectively on the last quarter, AMP said. In addition, AMP said Melbourne-based ... |
| | | | ... years at NAB, including as its head of strategy and operations, acting general manager and head of capability financial reporting and management information, and latest, head of risk governance, appetite and reporting before leaving the bank to join ... |
| | | | ... generation. Digital account management, allowing advisers to use regulatory data such as Anti-Money Laundering (AML), Common Reporting Standard (CRS-FATCA), Client Classification, and Fee Consent to ensure compliance. The "next-generation Spectrum solution ... |
| | | | ... effective. The report showed that the UK has the strictest rules on anti-greenwashing and entity-level sustainability reporting, with the Financial Conduct Authority (FCA) introducing a rule requiring firms' sustainability claims to be fair, clear, and ... |
|