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Showing 401 - 410 of 1436 results for "Comprehensive"

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... advice process has launched. Developed by co-founders Paul Moran and Sahil Matta, iFactFind provides advisers a comprehensive, interactive digital fact-find. For prospective clients, iFactFind has a built-in financial services guide delivery and confirmation ...

Aware Super awards $30bn mandate

ELIZABETH MCARTHUR  |  FRIDAY, 11 JUN 2021
... Advisers will now manage about $30 billion in passive strategies for the $145 billion fund. The appointment follows a comprehensive tender process and extends Aware Super's longstanding relationship with SSGA's parent company, State Street Corporation. ...

Bloomberg expands equity indices

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 JUN 2021
... Vehicles Index (BBEVT) and will be used in a KraneShares ETF (KARS). "We are responding to investor demands for a comprehensive and cost-effective alternative that's fully integrated with our data and distribution channels," Bloomberg multi-asset ...

BUSSQ extends Link contract

ANNABELLE DICKSON  |  MONDAY, 24 MAY 2021
... members' experiences through multi-channel communications, the super fund said. "We ran an extremely competitive and comprehensive tender which reconfirmed that Link Group was the best partner for our organisation and our members," BUSSQ chief executive ...

Aussie charities robust prior to COVID

KARREN VERGARA  |  WEDNESDAY, 19 MAY 2021
... increases in revenue of $10.5 billion and in assets of more than $30 billion compared with the previous year. "This comprehensive analysis of the data sets the benchmark for our future understanding of the significance of the COVID-19 pandemic and the ...

Boutique firm expands team

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
MGD Wealth has appointed several advisers to its Brisbane office following the firm's growth over the last year. Lee Chan, Julian King and Julian de Blonk have all joined as senior client advisers. Chan is the former principal of LJ Partners which MGD ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... classes. Now in their fourth year, the annual Financial Standard Investment Leadership Awards are the product of comprehensive analysis of 120 investment managers offering close to 1000 strategies, performed by Rainmaker Information. Macquarie Investment ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... CFPs are more invested in the financial planning process, meaning they are detail oriented and provide written and comprehensive financial plans than male CFPs. The report, Building a diverse practice: The value of CFP certification to female advisers ...

Macquarie finalises Waddell & Reed acquisition

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
... the industry and are a strong cultural and strategic fit with us." "We look forward to supporting them with our comprehensive platform that helps them design and operate the perfect practice for them and their clients. Waddell & Reed and Macquarie have ...

AIA Australia partners with Your Wills

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... the partnership with Your Wills bridges the gap between insurance, superannuation, Wills and Estate Planning for a comprehensive asset protection approach. Wickremesinghe, who formerly worked at AMP, AustralianSuper, ING and OnePath, launched the startup ...