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Showing 741 - 750 of 1984 results for "Insight"

HUB24 posts record inflows

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
HUB24 picked up $1.7 billion net inflows, 24 new licensee agreements and 113 advisers in the December quarter. The $1.7 billion in net inflows is 26% higher than the September quarter and 37% higher than the December 2019 quarter. Meanwhile, strong ...

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
Fidelity International has launched a new restricted advice service, Fidelity Wealth Management, in the UK with five advisers and another six on the way. Fidelity said the UK wealth management arm will build on its existing wealth and retirement services ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
Morningstar has launched a new platform that helps advisers, traders and market analysts stay on top of market movements. Morningstar Market Monitoring provides real-time data, market insights and newsfeeds. The platform has 40 configurable web components ...

Janus Henderson bolsters institutional team

ELIZA BAVIN  |  THURSDAY, 14 JAN 2021
Janus Henderson has announced the appointment of Greg Clarke in the newly created role of director, institutional solutions. Clarke will be based in Janus Henderson's Sydney office and report to head of Australia Matt Gaden. Most recently Clarke worked ...

Franklin Templeton promotes executives

KARREN VERGARA  |  WEDNESDAY, 13 JAN 2021
Franklin Templeton has promoted two of its key executives and announced the launch of a research hub. The US$1.5 trillion asset manager named Stephen Dover, currently Franklin Templeton Investments' head of equities, as the market strategist and ...

APRA Connect to go live in 2021

KARREN VERGARA  |  TUESDAY, 22 DEC 2020
APRA has recommenced work on its data-collection project, which will go live in September 2021. Web-based platform APRA Connect ultimately replaces Direct to APRA (D2A) as the data collection tool. The test environment will kick off from June 2021. ...

APRA hands down self-assessment report

KARREN VERGARA  |  MONDAY, 21 DEC 2020
... was proud to increase its transparency and media engagement on matters like the MySuper heatmap, upgrading its quarterly Insight publication, and expanding its consumer-directed website content and social media presence. "APRA also broadened its engagement ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... the sector. Sentry Advice managed to pick up 32 advisers, Nextplan grew by 28, Aware Financial Services gained 26 and Insight Investment Services doubled in size - going from 25 advisers to 50. Capstone Financial Planning and Fortnum gained 22 advisers ...

The real cost of a bad chief executive: AICD, ACSI

ELIZABETH MCARTHUR  |  THURSDAY, 10 DEC 2020
New research has revealed the true cost of a toxic chief executive to a company, indicating that poor culture from the top can permeate an entire organisation. The report, produced by the Australian Institute of Company Directors (AICD) and the Australian ...

Iress scores dealer group mandate

JAMIE WILLIAMSON  |  TUESDAY, 8 DEC 2020
A privately owned dealer group home to more than 70 financial advisers has partnered with Iress to provide a streamlined compliance solution. FYG has adopted Iress' data analytics solution, Lumen. The Lumen software scans for risks such as non-compliance ...