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Showing 1 - 10 of 4748 results for "Sales"

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
The life insurer has promoted two from within to the roles of head of retail sales and head of strategic sales, as it sets in motion expansion plans. Nathan Leonard is the insurer's new head of retail sales. He first joined NEOS when it launched in ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... partner with other businesses in the space. "Whether it's broking firms looking for third-party clearing or institutional sales desks seeking execution and clearing capabilities from trusted, stable, and secure partners, we aim to build a stable ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
... evidence of balance erosion from fee deductions for advice originated by cold calling business models using questionable sales tactics that pressure members into switching superannuation funds. "Superannuation trustees should have processes in place ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... identified a small subset of advisers and licensees who have referral arrangements with cold-callers who use high-pressure sales tactics, with some cold callers receiving a cut of an adviser's advice fee while others are paid a flat payment. Other licensees ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... benefits of transformation, through stronger cost discipline and a clear focus on our core businesses. Our progress in asset sales within the Managed Portfolio is also strengthening our balance sheet. We expect to achieve our target leverage range of ...

Charles River appoints new head of APAC

ELIZA BAVIN  |  MONDAY, 6 MAY 2024
... Research Systems where he was head of the Asia Pacific business. He has over 25 years of experience in leadership positions in sales, consulting, and engineering. Prior to his time at FactSet, Bhat spent a decade at Tata Consultancy Services. "I'm very ...

Australian Retirement Trust applies new investment exclusion

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... not apply to companies deriving revenue from metallurgical coal, coal mined for internal power generation, intra-company sales of mined thermal coal, revenue from coal trading and royalty income for companies not involved in thermal coal extraction o ...

Franklin Templeton to build advanced financial AI platform

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... Azure AI Document Intelligence. Franklin Templeton said the first potential benefit would be to improve the productivity of sales and marketing teams and to create more personalised support for their clients. "The platform will use a multi-layer intelligence ...

Future Fund deputy CIO jumps to Blue Owl

ELIZABETH FRY  |  FRIDAY, 26 APR 2024
Blue Owl Capital's hire of a top executive from the Future Fund has generated more interest in US firms vying for institutional business in Australia. Australia's sovereign wealth fund has confirmed the departure of deputy chief investment officer ...

Finalists named in annual MAX Awards

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... Awards have been decided, including for the inaugural Rising Star of the Year award. The MAX (Marketing, Advertisting and Sales Excellence) Awards recognise individuals and teams excelling in the fields of marketing, sales, and advertising on behalf ...
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