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Showing 901 - 910 of 3538 results for "Reporting"

Raiz expands to SMSF market

ANNABELLE DICKSON  |  FRIDAY, 19 MAR 2021
... "People think of Raiz as a millennial tool but it's not. It's cost effective and it's easy to use. We do the reporting, give a daily contract, a monthly statement and a tax statement," Malone said. Malone said Raiz was receiving enquiries from ...

WTW wins mandate from NZ government super fund

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
... of international best practice standards. "This includes consideration of how the Authority is taking account of and reporting on climate change," WTW global head of governance consulting Tim Mitchell said. The review will also address the legislative ...

Client communication investment needed: Research

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... measure the time taken to create content (83%) and low error rates (73%) to measure while only 14% of firms link client reporting and communications to actual client retention less for client wins (5%). However, two thirds of the firms investing in portals ...

CSC pivots towards divestment

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 MAR 2021
... new energy system. These companies, for example, were two of the first companies in Australia to adopt the transparent reporting standards advocated by the Taskforce on Climate-related Financial Disclosures which was set up by the Financial Stability ...

Admin fees could balloon from BFID

KARREN VERGARA  |  TUESDAY, 16 MAR 2021
... that the imminent BFID law will make it harder to get away with this excuse as trustees will be subject to stringent reporting and disclosure requirements akin to public companies. How will marketing departments change? Verdnik predicts that the use ...

Buffett doesn't want to report on diversity, climate

KANIKA SOOD  |  TUESDAY, 16 MAR 2021
... proposals. A common theme among its reasoning for denying both is that Berkshire has over 60 businesses and climate/diversity reporting are their own business and not Berkshire's. The first, is from California Public Employees Retirement System (CalPERs) ...

Zenith acquires asset allocation specialist

ELIZABETH MCARTHUR  |  TUESDAY, 16 MAR 2021
... Zenith Investment Partners as a separate business unit managed by current Heuristics chief executive Damien Hennessy, reporting directly into Zenith chief executive David Wright. "We're really pleased to have such a respected and highly experienced team ...

Trading platform slapped with licence conditions

KARREN VERGARA  |  MONDAY, 15 MAR 2021
... failed to comply with certain financial services laws. Among those breaches include failing to comply with client money reporting rules, lodge financial statements on time, abide to ASIC derivative transaction rules and lodge product disclosure statement ...

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... ownership of the underlying assets in the funds, with visibility of performance metrics through regular and transparent reporting," Egan said. "We're continuing to invest in and expand our MyNorth managed portfolio range, with more new offers set to ...

Chief economist update: Confidence contagion

BENJAMIN ONG  |  THURSDAY, 11 MAR 2021
... and up. The NAB business confidence index rose to an 11-month high of +16 in February, "with all states and industries reporting gains, except for retail" (NAB survey). In addition, the latest survey showed business conditions increased to a reading ...

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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