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Showing 1 - 10 of 23 results for "XY Adviser"

SEC slams proxy adviser 'oligopoly,' urges AI use

KARREN VERGARA | MONDAY, 12 JAN 2026

The Securities and Exchange Commission (SEC) has slammed the oligopolistic nature of the proxy adviser industry and floated the potential for artificial intelligence (AI) to upend their stronghold. Brian Daly, the director of the SEC's division of investment ...

New shareholder, governance services firm enters market

MATTHEW WAI | THURSDAY, 10 OCT 2024

The firm aims to navigate Australian companies through the complex landscape of investor expectations and corporate governance, it said. Founded by Marc Stanghieri, the former head of mergers and acquisitions at Morrow Sodali, PGS Advisers plans to ...

Colonial First State introduces new platform

CHLOE WALKER | THURSDAY, 20 OCT 2022

... training, networking events and collaboration tools, as well as the CFS Professional Year online community hub with XY Adviser. Other resources include a comprehensive suite of education and personal development materials, and various webinars and downloadable ...

iExtend adds lead alliances role

JAMIE WILLIAMSON | MONDAY, 12 SEP 2022

... with the Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, MDRT and XY Adviser. Building on this, Stubbings will facilitate other industry collaborations to build momentum for iExtend, the insurance solution ...

Labor vows to review YFYS test

RACHEL ALEMBAKIS | FRIDAY, 8 APR 2022

Appearing at an industry conference yesterday, the shadow minister for financial services and superannuation vowed to review the Your Future, Your Super (YFYS) performance test if elected, citing "unintended and negative consequences" for ESG investing. ...

Disclosure lacking in common ownership: Committee

JAMIE WILLIAMSON | FRIDAY, 18 MAR 2022

The House of Representatives Standing Committee on Economics has recommended greater disclosure obligations for institutional investors and proxy advisors and for the ACCC to actively monitor common ownership in Australia - all the while sharing little ...

Proxy advice reforms defeated

RACHEL ALEMBAKIS | FRIDAY, 11 FEB 2022

The Senate has overturned proxy advice reforms announced at the end of last year, three days after the new regime had begun. On a vote of 29 votes to 25, the Senate disallowed the new regulations that were announced by Treasurer Josh Frydenberg in December ...

Proxy advice reforms force transparency, AFS licensing

KARREN VERGARA | MONDAY, 20 DEC 2021

Treasurer Josh Frydenberg announced reforms to proxy advice which includes forcing superannuation funds to disclose detailed voting records. Super funds exercising voting rights on behalf of their members will need to be more transparent with their ...

Super funds to front committee hearing

JAMIE WILLIAMSON | FRIDAY, 17 SEP 2021

Aware Super, AustralianSuper and Hostplus are set to appear before the Standing Committee on Economics' inquiry into common ownership on Monday. Several super funds and IFM Investors will face the inquiry on Monday, with the government saying it ...

ASIC urged to act on common ownership

KARREN VERGARA | FRIDAY, 10 SEP 2021

Corporate regulator ASIC was slammed for its lack of oversight over common ownership and concentration at a parliamentary committee this morning. The Standing Committee on Economics, which discussed the implications of capital concentration and common ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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