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Showing 81 - 90 of 3115 results for %22Reporting%22

Risk sector grows 4%: Research

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... group insurance and retail market. The group insurance sector saw a 3.7% year-on-year increase in inflows, with Zurich reporting the highest growth rate at 16.4% to hit $322 million, followed by the largest provider TAL with 6.1%. TAL still retains 42% ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
... international equities alongside domestic securities, but also benefit from integrated news and research, trading tools and reporting capabilities," Salis said. "This partnership will help Australian advisers better service investors, strengthen their ...

Praemium secures Mercer mandate

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
... the investment giant. As part of the agreement, Mercer will receive end-to-end integrated portfolio administration and reporting services through Praemium. Initially, close to 400 client portfolios will be administered by the platform provider, Praemium ...

Nanuk hires from Ellerston

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... Prior to that he worked at AMP Capital as a client account manager in aligned wealth and client services consultant in reporting. His past experiences include working at New Forests and Colonial First State. Nanuk head of distribution Dan Powell said ...

HMC Capital reaches first close on fund

CASSANDRA BALDINI  |  MONDAY, 25 SEP 2023
... completion of these developments. UHF is the group's second unlisted institutional fund raised in 2023 with HMC Capital reporting it now manages over $2 billion of committed unlisted institutional funds. "Today's announcement underscores the ...

Boards must crack down on cybersecurity: ASIC

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... said there's a disconnect between several important elements, being boards' oversight of cyber risk, management reporting of cyber risk to boards, management identification and remediation of cyber risk, cyber risk assessments, and how cyber ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... provide advisers with the tools that clients value. "An integrated digital experience, automated tax and performance reporting and access to new and sophisticated investment opportunities on a single platform are priorities for HNWIs," he said. "Advisers ...

Rest hires former EISS Super risk chief

ELIZABETH FRY  |  FRIDAY, 15 SEP 2023
... merger saw the departure of several senior EISS Super staff, including Lyons, who had held the role for nine years. Reporting to Rest chief risk officer Gemma Kyle, Lyons has been appointed general manager of risk and compliance (investments). "Managing ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... units at 21 cents for $800,100. Sequoia also paid $1.05 million in cash upfront. The announcement comes amidst Sequoia reporting a difficult 2023 financial year thanks to financial advice-related claims dating back several years, the equities markets ...