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Showing 1 - 10 of 30 results for "digital engagement"

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... services, research suggests. According to Praemium and Investment Trends' latest High-Net-Worth (HNW) report, digital engagement between advisers and their HNW clients is becoming increasingly important, particularly considering the next generation ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... of 150, Irene Guiamatsia, head of research at Investment Trends said. "This renders considerations of scale, digital engagement and the broader role of technology more pertinent than ever," she said. At last count, there were 15,708 authorised advisers ...

Aware Super migrates members to Bravura platform

ANDREW MCKEAN  |  MONDAY, 24 JUL 2023
... First State Super, VicSuper, WA Super, and State Plus, has positioned the $160 billion fund at the forefront of digital engagement within the superannuation sector. Stewart said: "Superannuation and pension funds are long overdue for digital transformation. ...

Crescent Wealth names chief operating officer

CASSANDRA BALDINI  |  THURSDAY, 1 SEP 2022
... August. In the role, she will lead and manage the strategic and operational growth remit including customer and digital engagement for Crescent's group of companies. This includes Crescent Wealth, Crescent Finance, Crescent Foundation and Crescent ...

ASIC research guides retail investment regulations

ANDREW MCKEAN  |  THURSDAY, 11 AUG 2022
... new risks or higher levels of existing risks," Longo said. "ASIC is working to better understand the use of digital engagement practices and maintain regulatory pace with these developments. Risk is part of the investment process, but entities need to ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... certain elements as well, electronic signatures and presenting the client's full financial network in a digital engagement portal." advice intelligence chief executive Jacqui Henderson agreed and said, particularly at the given moment where Zoom ...

Rest expands member engagement team

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
Rest has appointed two senior leads to drive digital engagement and member insights respectively. Catherine Farrugia and Steven Ahn have joined the member engagement team. Farrugia joined in February as the new general manager of digital, responsible ...

Citi moves to double wealth business revenues

ELIZA BAVIN  |  WEDNESDAY, 10 MAR 2021
... announcement follows the closure of Citi's last physical branch in February 2020, as the global bank focuses on digital engagement for most banking interactions. Citi head of banking and wealth Gofram Chowdhury said despite customer preference for online ...

Ignition Advice enters UK market

ELIZA BAVIN  |  FRIDAY, 26 FEB 2021
... proven digital advice technology and the strong appetite from UK financial institutions for customer first digital engagement advice solutions make an exciting combination," Hempson said. "We look forward to bringing the UK market live digital advice ...

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
... excited to be partnering with Summerhill, which is a future-led practice that understands the importance of both digital engagement and sustainable investment as part of their business strategy." Summerhill Financial founder Caroline Bell said she is ...
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