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Showing 421 - 430 of 3535 results for "Reporting"

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... cost-of-living concerns were most notable for pre-retirees, unadvised Australians, and women, with almost 40% of these cohorts reporting cost-of-living as significantly impacting retirement happiness and their view of financial security. Minney said ...

New framework for investors to navigate AI released

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... framework is purposefully designed so a range of investors can practically implement it into existing ESG analysis and reporting, picking and choosing the tools that work for them," Zhu said. "With global AI adoption expected to accelerate significantly ...

AFM Investment Partners brings new feeder fund to Australia

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... access for Australian investors." The feeder fund would provide access to the two funds, local regulatory cover and reporting for domestic wholesale clients. The plan is that Vasco Trustees will provide the Australian fund administration. KGAL is a German ...

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... said despite these over-performers, Australian equities underperformed global equities over the quarter. "The February reporting season was the key event investors focused on over the period, Results were mixed across sectors but overall seemed to suggest ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... assist clients achieve their investment outcome objectives." Chebli commenced his new role at JANA on 17 April 2024 reporting into Srinivasan. "The breadth of services JANA provides is impressive, including their ability to provide bespoke managed account ...

Auditors lambast mandatory climate reporting requirements

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
Almost 90% of surveyed auditors do not support the government's requirements to implement mandatory climate reporting and assurance on private companies, not-for-profits and companies limited by guarantee, according to a new survey. The survey was conducted ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' (PARS) FUA of $20.3 billion grew 16% over the year. The recently launched HUB24 Discover, which targets advised ...

ASIC consults on misconduct reporting rules

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... consultation paper seeking feedback on updated regulatory guidelines for external administrators and controllers when reporting and lodging statutory reports about alleged misconduct. The proposed updates to Regulatory Guide 16 External administrators ...

'Licensee for hire' fined $1.25m by court

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2024
... Lanterne admitted that it did not have any risk management systems or processes in place and was reliant on CARs self-reporting issues of non-compliance. It also had no formal or documented review or audit processes to assess whether CARs were compliant. ...

Life insurers struggle with code compliance

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... improve customer satisfaction and meet community expectations," LCCC chair Jan McClelland said. The potential under-reporting of breaches and complaints by some life insurers was another area of concern. McClelland said under-reporting limits a life ...