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Showing 931 - 940 of 4059 results for "Engage"

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
The platform provider has agreed to take over 100% of myprosperity for $40 million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate ...

Hostplus, IFS adopt 'mass-personalised' advice tool

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2023
Iress is rolling out a new tool providing simple, digital financial advice, with Hostplus and Industry Fund Services the first to take it up. The SuperSmart tool combines digital advice with member education, personalised via registry data, including ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... said. Lumiant US chief executive Blake Wood said Genivity will expand Lumiant's offering, giving advisers new tools to engage with prospects and existing clients around their lifestyle choices and their impact on longevity. "The result, clients live ...

Infrastructure an asset class for all seasons: IFM

CHLOE WALKER  |  FRIDAY, 28 APR 2023
The role of infrastructure in portfolios will continue to be a prominent theme for asset allocators this year, as will increased consideration of social factors, according to new report by IFM Investors. The report, titled Infrastructure Outlook 2023 ...

Biggest super funds face human rights complaints

ANDREW MCKEAN  |  THURSDAY, 27 APR 2023
... to effective engagement with Santos, international guidance directs funds to collaborate to increase their leverage and engage with governments and regulators to prevent human rights abuses," Equity Generation Lawyers said. "If leverage fails, funds ...

Perpetual progresses Pendal integration

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
Perpetual has said it expects to confirm its post-acquisition leadership teams and regional structures by the end of next month, while also flagging further consolidation. Providing an update to the ASX as to the integration of Pendal, Perpetual said ...

Modern slavery on the rise a decade on from Rana Plaza

RACHEL ALEMBAKIS  |  FRIDAY, 21 APR 2023
... investors, once an instance has been found, our first step shouldn't be divestment, our first step should be to lean in and engage," Turner said. "We know that divestment and remedy don't go hand in hand. It's about having a constructive ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
Viridian Financial Group has acquired a Queensland-based boutique advice firm, with plans to leverage its use of video Statements of Advice (SoAs). Viridian has acquired Enlightened Financial Solutions, founded by chief executive and Financial Standard ...

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
The federal government consulting on the experience pathway has been recognised as a much-needed development for financial advisers who wish to continue working with clients beyond 2026. The Financial Advice Association Australia (FAAA) welcomed the ...

Princeton endowment fund chief to retire

CHLOE WALKER  |  MONDAY, 17 APR 2023
Princeton University Investment Company (PRINCO) president Andrew Golden has announced his retirement after close to three decades in the top job, during which the university's endowment has grown tenfold. Since joining in 1995, Golden has contributed ...