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Showing 471 - 480 of 3536 results for "Reporting"

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
... Macquarie introduced new digital features and security enhancements on Macquarie Wrap, including account-level performance reporting and a live chat function in Adviser Online. The platform's updated account-level performance reporting functionality ...

Frontier Advisors to choreograph The Australian Ballet endowment

ANDREW MCKEAN  |  WEDNESDAY, 20 DEC 2023
... lend its expertise in strategic asset allocation, manager research and selection, while also delivering performance reporting and execution services for the performing arts organisation. "We are delighted to welcome The Australian Ballet into our growing ...

EQT operations, finance chief steps down

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... create a $150 billion business. All decision-making for each licensed entity will remain separate and the financial reporting structure will remain unchanged. In October, EQT sold its Irish business via a management buyout. Equity Trustees Ireland chief ...

Global fund managers welcome chief executives

CHLOE WALKER  |  FRIDAY, 15 DEC 2023
... the past four years. Before joining MFS, Maloney worked at Fidelity Management & Research Company and Lyceum Capital. Reporting to Roberge, Maloney will be responsible for the strategic direction and vision of MFS, leading a team of investment, distribution ...

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... insurer. Fletcher will be responsible for delivering MLC Life's $32 million Accelerate customer experience uplift program, reporting into chief operating officer Jane Murray. MLC Life said the appointment reflects its commitment to customer excellence ...

Women still underrepresented in asset management roles: FSC

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... "Achieving greater diversity in investment management teams will take time, but the industry demonstrates its commitment by reporting annually on its progress, and we are heading in the right direction." Briggs said a key to success will be continuing ...

Rest welcomes chief financial officer

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... report to Rest chief executive Vicki Doyle, and will be responsible for overseeing financial strategy, management and reporting, valuations, actuarial, portfolio governance, taxation, and investment operations. "John's deep experience and knowledge ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... investments, access to bespoke, alternative, and non-retail investment opportunities. In addition, they require consolidated reporting, structured giving expertise, estate planning, insurance and asset protection advice, business succession planning ...

Gender pay gap a crucial diversity metric: FSI

RACHEL ALEMBAKIS  |  FRIDAY, 1 DEC 2023
Improving reporting on gender pay gap and gender diversity will help investors assess where companies are addressing gender-based equality and inclusion and set the stage for engagement on diversity measures beyond gender, according to First Sentier ...

Young women report low financial literacy: NAB

CASSANDRA BALDINI  |  FRIDAY, 24 NOV 2023
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research. NAB's Financial hardship survey, revealed the most significant dip in financial literacy is seen in ...