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Showing 1 - 10 of 45 results for "CSA"

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... launching automation features to populate a range of client documentation using information from the Client Service Agreement (CSA) and Statements of Advice (SoA). The SoA for new business applications is also being piloted for rollout soon, and is said ...

Industry Fund Services enters strategic partnership

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
Industry Fund Services (IFS) is partnering with the tech build and design unit of Boston Consulting Group to develop financial education and wellbeing solutions for super fund members. IFS will work with BCG X to "explore how the sector could work together ...

New chief executive at Industry Fund Services

JAMIE WILLIAMSON  |  FRIDAY, 8 JUL 2022
Cath Bowtell has handed over the reins after almost six years as chief executive of Industry Fund Services. Bowtell has stepped down as chief executive, the position she's held since December 2016, and taken over as chair of the Industry Fund Services ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
Australian Unity announced 13 new investment managers have joined its Lifeplan Investment Bond. The national health, wealth and living mutual company also unveiled 24 new investment bond options for its investment bond offering. Lifeplan Investment ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
The former acting chief executive of Count Financial is taking on a newly-created leadership role within Australian Unity's financial advice business. Michael Csavas is joining Australian Unity as general manager, self-employed advice; a new role ...

S&P launches long-term sustainability index

ALEX BURKE  |  MONDAY, 25 JAN 2016
... RobecoSAM's environmental, social and governance (ESG) evaluations, collectively called the Corporate Sustainability Assessment (CSA). Morningstar has also introduced ESG ratings, based on scores provided by ESG researcher Sustainalytics, for managed ...

Dow Jones Sustainability Indices hails ESG leaders

ALEX BURKE  |  TUESDAY, 15 SEP 2015
... RobecoSAM's environmental, social and governance (ESG) evaluations, collectively called the Corporate Sustainability Assessment (CSA). RobecoSAM's statement said that the biggest additions to the indices this year were the Bank of America Corp, Telefonica ...

Too many adviser associations: ASFA

ALEX BURKE  |  MONDAY, 11 MAY 2015
... including the Australian Institute of Superannuation Trustees (AIST), Industry Super Australia (ISA), Corporate Super Association (CSA), SMSF Association, the Australian Self-Managed Super Fund Members Association (ASMA) and the Self-Managed Independent ...

ASIC wants more pay disclosure

MELANIE TIMBRELL  |  THURSDAY, 1 MAR 2012
... provider, if used, has excluded the relevant votes. "ASIC encourages directors and those supporting directors to read the CSA (Chartered Secretaries Australia) guidelines and put in place procedures that demonstrate to shareholders that votes at meetings ...

Bloomberg Tradebook taps into research vein

ELISE BURGESS  |  WEDNESDAY, 11 MAY 2011
Bloomberg Tradebook has released new client-focused programs in a bid to build up its research offerings, with a focus on transparency and client access to information. Available to their Australian clients, the global agency broker has introduced an ...
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