Search Results | Showing 81 - 90 of 3115 results for %22Reporting%22 |
| | ... 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% ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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 ... |
|