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Showing 491 - 500 of 3971 results for "USI"

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
The Institute of Managed Account Professionals' (IMAP) judging panel named winners across nine separate categories. IMAP held its annual awards ceremony on August 24, saying that the quality and number of entries has continued to grow with each ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
Guideway Financial Services has a new tool built on generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house ...

Global X launches US tech ETF

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
The Global X US 100 ETF (N100) aims to offer access to the top 100 most innovative, large-cap companies in the US at a cost-effective rate. The Global X US 100 Index tracks the performance of the largest 100 companies listed on the NASDAQ, excluding ...

HUB24 profits surge 64%

CHLOE WALKER  |  TUESDAY, 22 AUG 2023
HUB24 has reported underlying net profits under tax of $58.8 million, up 64% from the year prior, and a 15% increase in the number of advisers on its books. Reporting to the ASX today, the platform has also had an underlying group EBITDA of $102.4 million ...

Zenith chief exits, names successor

KARREN VERGARA  |  MONDAY, 21 AUG 2023
The chief executive of Zenith Investment Partners will step down as the firm's chief operating officer assumes the top job. David Wright vacates the role of chief executive at the end of the year but remains at Zenith to take on a newly created ...

Crypto lender sentenced for false licence

CHLOE WALKER  |  FRIDAY, 18 AUG 2023
Melbourne-based cryptocurrency lender Helio Lending (Helio) has been sentenced to a non-conviction bond for falsely claiming that it held an Australian credit licence (ACL) when it did not. In 2019, Helio falsely represented on its website that it held ...

Super tough sell for First Nations people: Podcast

CASSANDRA BALDINI  |  FRIDAY, 11 AUG 2023
In the latest episode of the Financial Standard podcast, First Nations Foundation chief executive Phil Usher says superannuation is inadequate for meeting the needs of all Indigenous Australians, adding that change is needed to ensure better future ...

Liquidate $250bn Future Fund, says think tank

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
Given Australia's economic status, the government has been urged to liquidate the $250 billion Future Fund and pay down its $896 billion debt. According to a paper published by the Centre For Independent Studies, penned by Dimitri Burshtein, the ...

Are indexes the next target for greenwashing investigations?

RACHEL ALEMBAKIS  |  TUESDAY, 8 AUG 2023
ASIC's latest action against Vanguard for allegations of greenwashing in a bond fund raises the question of whether the market regulator will crack down on index providers and other third-party service providers for greenwashing as well. Last month ...

HUB24 unveils new data feeds

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
HUB24 added new data feeds and automation capabilities, enabling financial advisers to report on clients' other investments including cash accounts and term deposits, listed securities, managed funds, direct property, and other assets. HUB24 chief product ...