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Showing 591 - 600 of 3536 results for "Reporting"

QAR does not "trash" FoFA: Anderson

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... of dollars and is borne by the client. "And do they value what they get in FDSs? No, they don't, and they already get reporting on advice fees through regular product statements. This is a no brainer, and FDSs should go as a matter of priority," he said. ...

Bravura $80m restructure underway

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... period, Bravura's revenue dropped 11% year on year to $118.3 million. It made a total loss of $190.9 million after reporting a $15.3 million profit last corresponding period.

PGIM hires new Australia, NZ head for IRG

CHLOE WALKER  |  MONDAY, 6 MAR 2023
... has been appointed head of PGIM's institutional relationship group for Australia and New Zealand. Based in Sydney and reporting to head of IRG Asia Pacific (ex-Japan) Philip Hsin, Brewer will be responsible for leading the firm's growth plans and continued ...

Magellan sees more outflows

CHLOE WALKER  |  MONDAY, 6 MAR 2023
... infrastructure equities FUM. Thankfully, its Australian equities FUM remained level at $9.0 billion. The result follows Magellan reporting a rise in FUM at January end, seeing it grow by 2% despite $0.5 billion in outflows. The unfortunate news for the ...

Expect more greenwashing action: ASIC

RACHEL ALEMBAKIS  |  FRIDAY, 3 MAR 2023
... consumers with the information they require to make informed decisions. "There is academic evidence that shows much of the reporting under the Task-force on Climate Related Financial Disclosures (TCFD) recommendations contains little information relevant ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... financial advisers streamline the advice, marketing, and client service functions. WealthEye CRM also provides analytics and reporting. FYG general manager Andrew Wootton said: "We know technology is the way forward for advice because it automates and ...

Stafford Capital Partners launches sustainable timber impact fund

RACHEL ALEMBAKIS  |  TUESDAY, 28 FEB 2023
... low-carbon wood raw materials and offer investors a fund with a "substantially negative carbon intensity profile and reporting framework that can support the broader decarbonisation of institutional investment portfolios." "If I break down how we think ...

Diverger highlights M&A progress, pipeline

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2023
In reporting its half-year results, Diverger reinforced its commitment to inorganic growth, saying a 13% drop in profits is owed, among other things, to investment in its FY25 strategy. Diverger reported underlying profit of $2.93 million, citing lower ...

Centrepoint Alliance scoping for scale

JAMIE WILLIAMSON  |  FRIDAY, 24 FEB 2023
... it is actively hunting acquisition opportunities, as it reported a significant increase in profit for the first half. Reporting to the ASX, Centrepoint Alliance recorded a $2.8 million increase in profit before tax, largely driven by the completed sale ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... turn, ClearView will receive $1.3 million in cash and acquire a 40% stake in Human Financial. For the half-year 2023 reporting period, the wealth management unit earned $10.9 million in revenue, declining 32% from the prior period. Funds under management ...