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Showing 441 - 450 of 3536 results for "Reporting"

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... smooth transition of manager research coverage. He will replace both roles, appointing a new local head of that team reporting to Chan. "We're proud to grow sought-after research talent at Morningstar, and Justin and Tim have made meaningful contributions ...

Financial services class actions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 20 MAR 2024
... regulatory focus on greenwashing and bluewashing, as well as proposed introduction of mandatory climate and modern slavery reporting requirements will likely increase class action risk. "In line with our last Class Action Risk Report, the scope of ESG ...

Majority comply with IDR reporting: ASIC

KARREN VERGARA  |  MONDAY, 18 MAR 2024
The latest round of the internal dispute resolution (IDR) reporting regime saw 87% of small financial firms submit their data to ASIC. The deadline for the third round of reporting, which forced a total of 8600 financial services firms to submit data ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... cent of advisers cite 'freeing up their time' as one of the main upsides of using managed accounts with advisers now reporting they, or their support staff, save on average 22.8 hours per week, up from 17.1 hours last year. For an adviser who works 7.5 ...

AFCA secures $40m in refunds

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... appropriate regulator." In addition to the $40 million in refunds, other outcomes for consumers included: Corrected adverse reporting history information (RHI) incorrectly reported on customer credit files Corrected incorrect credit liability information ...

New Forests appoints first global head of funds

ANDREW MCKEAN  |  WEDNESDAY, 13 MAR 2024
... was most recently chief operating officer for Asia Pacific, Elliot joins New Forests' executive leadership team, reporting to chief executive Mark Rogers. New Forests also announced the appointment of Sanjiv Louis as director of investments for Asia. ...

Sexism in the City: UK financial sector slammed

JAMIE WILLIAMSON  |  WEDNESDAY, 13 MAR 2024
... perimenopause and establish policies to support female employees; and include partners' remuneration in pay gap reporting.

Government consults on options to improve performance test

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... inclusive for diverse products, including values-based ones. However, its complexity could hinder transparency and create a reporting burden, with possible additional data requirements from APRA. Some argue a single-metric test would provide greater ...

Iress share price jumps on takeover rumours

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... 2022, he overhauled the executive team and laid out plans for the non-performing business units. The 2023 financial reporting period saw Iress' net profit after tax (NPAT) plummet from a $52.7 million profit to a $137.5 million loss. Iress' share price ...

Arena welcomes chief investment officer

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
Arena REIT (Arena) has appointed Justin Bailey to the newly created role of chief investment officer. Reporting to Arena managing director Rob de Vos in Melbourne, Bailey will lead the capital allocation, transaction, and asset management functions ...