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| | | In what is reportedly one of the biggest transfers of retirement savings to date, BlackRock has won the first external investment mandate for two of the largest defined benefit schemes in the UK. BlackRock will be the outsourced chief investment officer ... |
| | | | ... then rate each other on three metrics: the quality of work, timeliness and if the parties will work with each other again. One advantage the platform gives paraplanners is that they are paid for their services upfront, which is currently not the case ... |
| | | | ... said: "There were a number of factors why I joined Northern Trust, but the opportunity to run the business at some point was one of them." Throughout his 30-year career he has served at Northern Trust as head of sales, Asia Pacific, head of sales and ... |
| | | | ... be tailored to an individual client's needs, provides a better client experience of advice. Finchley & Kent, launched one year ago now has about 14 advisers on board, has replaced Asendium for its fact-find solution. In March, ROAR patented Highlighter ... |
| | | | ... Australia is the BetaShares Global Cybersecurity ETF with $488 million in funds under management. "Thematic funds have been one of the big winners to emerge from the global pandemic, with many posting eye-catching returns over the period," Morningstar's ... |
| | | | ... ATO assistant commissioner Tim Loh said. Crypto investors must report a disposal of the currency for capital gains tax if one currency is exchanged for another; if it is traded, sold or gifted; and if it has been converted to Australian dollars. CGT ... |
| | | | Voting for the 16 th annual Financial Standard MAX Awards will close at midnight tonight. So far the nominees have received 17,303 votes in total. The MAX Awards celebrate outstanding marketing, advertising and sales professionals in the financial services ... |
| | | | ... performance management and incentives, shared values and risk culture assessment. "It's no coincidence leadership is number one on the list; nothing influences an institution's risk culture more than the words and actions of its board and senior executives ... |
| | | | ... was eight weeks. Asendium on the other hand, is able to eliminate much of the physical and elapsed work times, so that for one scope of advice, such as an investment advice for example, the time it takes to compile an SOA is reduced to two hours, he ... |
| | | | ... period up to the day immediately before the day the FDS is provided. The problem, the AFA said, is that advisers have only one day to issue an FDS. "We have been very adamant that it is simply not possible to provide an FDS in one day and have equally ... |
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