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Showing 31 - 40 of 15983 results for "Report"

Life insurers struggle with code compliance

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
Life insurers continue to breach their own compliance code with more than 12,000 instances recorded, yet the body overseeing their conduct fears this is likely under-reported. The Life Code Compliance Committee (LCCC) saw another increase in the number ...

Why fund managers are missing out on investment mandates

ELIZA BAVIN  |  WEDNESDAY, 10 APR 2024
New research from Ocorian and Newgate Compliance found alternative fund managers are losing investment mandates or clients because of compliance issues. The research also revealed there had been an increased level of internal conflict between fund management ...

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
Qantas Super has partnered with Ortec Finance, a fintech company headquartered in Rotterdam, as an investment performance consultant. The $8.9 billion corporate super fund will use Ortec's investment performance managed service via an outsourcing arrangement ...

Corporate super fund to be terminated

JAMIE WILLIAMSON  |  MONDAY, 8 APR 2024
... up to $2000 to each member to receive financial advice, giving them until May 30 to do so. According to its 2023 annual report, the fund had mandates with Schroders, DFA Australia, 4D, Vanguard and Citibank. Two of its largest assets are properties in ...

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... Income Asset Management has hired a team of fixed income specialists from rival FIIG Securities. The six recruits will report to IAM's head of sales for capital markets Jenna Labib. The appointments come one year after IAM tried to buy a controlling ...

GQG and Magellan see FUM growth

ELIZA BAVIN  |  FRIDAY, 5 APR 2024
Both GQG Partners and Magellan Financial Group reported higher funds under management (FUM) today, but one has seen significantly more growth than the other. Magellan reported total FUM of $37.3 billion as at March 28, up from $37.2 billion on February ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... seeing the positive impact they will undoubtedly bring to the team and the clients we serve." Both Simpson and Schnell will report to Tisdell.

A quarter of advised Australians nervous about retirement

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... financial security are the primary factors influencing how content Australians in or near retirement are, according to a new report. Challenger's inaugural Retirement Happiness Index, in collaboration with independent research house YouGov, conducted ...

Senate Committee endorses Superannuation Objective Bill

ANDREW MCKEAN  |  WEDNESDAY, 3 APR 2024
... (Objective) Bill 2023, marking its likely enactment. The Committee urged Parliament to prioritise passing the bill in a report released last week because of the "overwhelming support" it received. The Committee noted widespread calls from the superannuation ...

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
Perennial Partners has reappointed SS&C Technologies Holdings as its unit registry services provider. The fund manager is sticking with SS&C Global Investor and Distribution Solutions (GIDS), which will provide unit registry services for its exchange-traded ...