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Showing 791 - 800 of 4058 results for "Engage"

Super fund, insurer admin issues draw AFCA complaints

KARREN VERGARA  |  MONDAY, 23 OCT 2023
... days' notice. "The insurer had self-identified and reported this and other similar issues to ASIC and was continuing to engage with ASIC. The insurer had already taken steps to replace its legacy system and adjust timeframes in the new system to ...

Internal teams gain decision-making power: Frontier

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2023
Where chief investment officers were historically considered by fund managers to be the most influential person at a superannuation fund, fresh insights from Frontier show the balance of power has steadily shifted. According to Frontier, in 2017 about ...

AAT overturns ASIC ban on investment guru

CASSANDRA BALDINI  |  FRIDAY, 20 OCT 2023
The Administrative Appeals Tribunal (AAT) has nullified ASIC's ban on Dominique Grubisa, an investment guru and DG Institute founder, from participating in credit activities and financial services. In 2022, Grubisa was banned for four years after ...

Mass-affluent population key to insurer sustainability: Report

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
The world's 40 largest life insurers face huge sustainability challenges, as a new report shows they will see close to $13 trillion in outflows between now and 2040. Capgemini's World Life Insurance Report 2023 shows policyholders aged 65 and ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
After two decades with the business, Insignia Financial chief executive Renato Mota will exit in February 2024. In an ASX announcement, Insignia said the decision was a mutual agreement between the business and Mota. It has already commenced the search ...

Selfwealth ditches Stake takeover bid

KARREN VERGARA  |  MONDAY, 16 OCT 2023
... Selfwealth shareholders". "Accordingly, the board decided it was not in the best interests of Selfwealth shareholders to engage in substantive discussions with Stake," Selfwealth told the ASX. "After its maiden profit in FY2023, the board believes Selfwealth ...

CBRE IM appoints APAC managing director

CASSANDRA BALDINI  |  MONDAY, 16 OCT 2023
CBRE Investment Management has appointed Evan Gallagher as the managing director of its Asia Pacific client solutions team. Gallagher, who is based in Sydney, will be responsible for leading client engagement activities with institutional and wealth ...

Investors warned on human rights risk in Israel-Hamas conflict

RACHEL ALEMBAKIS  |  FRIDAY, 13 OCT 2023
The escalation of armed violence in Israel and the Occupied Palestinian Territory (OPT) raises investor concerns over business responsibility under international humanitarian law (IHL). Investors are increasingly interested in understanding their risks ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... high client engagement, referrals and business development. Loneragan aimed to show the advice industry that they could engage with clients - rather than offer them advice - through social media. The industry has since been changed by innovation and ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
Australia's most affluent investors are increasing their access to a growing range of reporting tools, providing an opportunity for advisers to improve their services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth ...