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Showing 431 - 440 of 1482 results for "Efficiency"

OpenMarkets hires, acquires, preps for IPO

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... generating advice at high levels of confidence and improving client outcomes and engagement, while also increasing efficiency and compliance for the adviser. The acquisition was driven by an increasing need for affordable advice in Australia, OpenMarkets ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... AdviserLogic, Midwinter and Coin are most recent examples. "Local advice tech developers are focused on lifting practice efficiency and anticipating future changes to advice delivery models, but over the horizon, there is emerging competition from integrated ...

Perennial establishes ESG boutique

RACHEL ALEMBAKIS  |  THURSDAY, 22 APR 2021
... significant growth potential - they are often disruptors in their chosen markets, improving health outcomes, increasing efficiency and reducing costs," he said. The Better Future Trust has appeal to both institutional and retail audiences, Whiting said. ...

How advisers can capture young risk clients

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
... "Two of them are: How can I attract insurance clients in the millennial demographic? And how can I do it profitably? Efficiency of risk advice and attracting new clients must be intertwined," he said.

Multi-boutique launches farmland fund

JAMIE WILLIAMSON  |  TUESDAY, 13 APR 2021
... Sustainable Best Practice framework, including strategies to reduce energy use and carbon emissions and improve water efficiency and biodiversity." Portfolio manager Steve Jarrott said there is a compelling case for investors to consider agricultural ...

Northern Trust launches green strategy

ANNABELLE DICKSON  |  THURSDAY, 25 MAR 2021
... of risks, thereby increasing exposure to companies with either green revenues (such as alternative energy or energy efficiency) or a strong long-term climate policy and robust carbon reduction targets," Rebelo said. The fund was developed with Cambridge ...

ADB invests in sustainable start-ups

KARREN VERGARA  |  WEDNESDAY, 24 MAR 2021
... mobility. It has $9.4 million in Series A funding from ADB Ventures and other investors. Smart Joules provides energy-efficiency-as-a-service for large hospitals and commercial buildings, delivering savings of up to 40% on energy costs and reducing greenhouse ...

Nuveen drives global ESG capabilities

ELIZA BAVIN  |  TUESDAY, 23 MAR 2021
... broader range of ESG themes across the farmland portfolio, including providing supportive working conditions and resource efficiency. Hastings Newsome brings more than 18 years' experience, joining from Louis Dreyfus Company (LDC) in Switzerland where ...

Client communication investment needed: Research

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... One of the biggest barriers for firms to invest in client communications is how it generates revenue mainly due to efficiency metrics. The survey revealed firms measure the time taken to create content (83%) and low error rates (73%) to measure while ...

JANA hires from NYSE

ANNABELLE DICKSON  |  TUESDAY, 16 MAR 2021
... operations, focusing on governance, process, and developing digital strategy, including vendor management and business efficiency. "We are hugely excited to have her on board to lead JANA's next phase in its digital transformation agenda," JANA chief ...