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Showing 841 - 850 of 3538 results for "Reporting"

Contango appoints two distribution leads

KARREN VERGARA  |  THURSDAY, 5 AUG 2021
... experience in financial services includes working in firms such as IOOF, BT Financial Group and Ausbil Investment Management. Reporting to Aitken, Fitter has been promoted to head of distribution retail, shortly after serving as a senior business development ...

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
The advice group has appointed a head in Queensland, reporting to chief executive Terry Dillon. Steven Parry joined Shadforth Financial Group on August 2. He was most recently general manager at Integro Private Wealth. Prior to this he worked at BT ...

Fairfax family office awards mandate

ELIZABETH MCARTHUR  |  MONDAY, 2 AUG 2021
... provides a hosted data management platform which manages and automates a range of investment functions including investment reporting, operational reporting, and risk analysis. ICS director Christian Eriksen said: "We are extremely excited to welcome ...

Economic recap: Week to July 30

BENJAMIN ONG  |  MONDAY, 2 AUG 2021
... economic stats, we learned how much consumer prices rose in the March quarter. Because of Australia's quarterly CPI reporting convention - versus monthly in most of its counterparts - we suspected and felt, but didn't know by how much, that the ...

Tidswell agrees it contravened Corps Act

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
... The court said -- and ASIC and Tidswell agreed -- that Tidswell did not take adequate steps to review MobiSuper's reporting under the promoter agreement. In relation to MobiSuper's online marketing activities, Tidswell did not establish and enforce ...

Fidelity adds new climate, gender policies

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... do the same and have policies in place to reduce carbon and other greenhouse gas emissions. This includes setting and reporting on ambitious targets aligned to the UN's Paris Agreement on climate change including an approach to net zero." Fidelity said ...

Robo advice potential skyrockets

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... robo advice providers. There are currently eight providers in Australia with only Stockspot and InvestSmart publicly reporting on their funds under advice. Still, Rainmaker believes FUA could be in the billions. "Robo advice is becoming an increasingly ...

Victorian government agency hunts for fund manager

KANIKA SOOD  |  FRIDAY, 23 JUL 2021
... fund manager will be responsible for developing and implementing the investment strategy, managing due diligence, and reporting on investment performance. They will also have to raise $60 million from the private sector to top up the government's $60 ...

Janus Henderson hires global operations chief

KANIKA SOOD  |  FRIDAY, 23 JUL 2021
... March, the firm hired Aviva Investors' head of client experience Andrew Morrison as global head of client experienc e, reporting to Janus Henderson's global distribution chief operating officer John Groneman. The same month, it also appointed a new ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... Wrap, which has helped to reduce the administrative burden to the business. "Zenith look after the implementation and reporting, including governance. This shift means our advisers are freed up to focus more on serving the client rather than back-end ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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