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Showing 91 - 100 of 2382 results for "Marketing"

ASIC, APRA slam premium hikes

KARREN VERGARA | FRIDAY, 15 DEC 2023

... policies by 1 July 2024. They are also developing guidance for life companies and financial advisers on disclosure and marketing materials that articulate the different premium types and when these might increase," the regulators said. "The Life Insurance ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON | THURSDAY, 14 DEC 2023

... education support, documentation templates, and other business solutions like paraplanning and administration support and marketing services. Advisers also have the option to add-on other services like complaints handling, individual client remediation ...

Gender pay gap a crucial diversity metric: FSI

RACHEL ALEMBAKIS | FRIDAY, 1 DEC 2023

... is not stacked well for women. Women at the C-level are in the pink ghetto - predominately HR, legal, head of comms/marketing. All very important positions, but less likely to reach that top job with more lucrative short-term and long-term incentive ...

Allianz Retire+ adds 'industry first' feature to AGILE

JAMIE WILLIAMSON | THURSDAY, 30 NOV 2023

... some clients when planning for retirement is assessing eligibility for the pension," Allianz Retire+ chief product and marketing officer Simon Aboud said. "Which is why we are proud to deliver the Age Pension+ option where an adviser or retiree can have ...

RIAA appoints co-chief executives to succeed O'Connor

JAMIE WILLIAMSON | THURSDAY, 23 NOV 2023

... responsibility for the RIAA Certification Program. Meanwhile, Hegarty is also an executive manager, responsible for marketing and partnerships programs. RIAA chair Ross Piper said: "The RIAA board is very pleased to announce the appointment of two proven ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI | TUESDAY, 21 NOV 2023

... education and training, and access to its innovative consumer education, client recruitment, client retention and digital marketing expertise and assets." According to Cullen, the M3 fee structure also closely aligns with the structures WTL operates ...

Allianz Retire+ heavyweight jumps ship

ELIZABETH FRY | FRIDAY, 17 NOV 2023

... the audit committee. In the new role, he will lead a team of about 60 staff across product, sales and partnerships, marketing, and insurance cover for international visitors and students. Whereas his previous role was primarily building business partnerships ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER | FRIDAY, 17 NOV 2023

... income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise the significant impact of yield considerations and recessionary fears ...

ASIC to crack down on superannuation misconduct

ANDREW MCKEAN | WEDNESDAY, 15 NOV 2023

... enforcement efforts follows closely on the heels of action taken against HESTA over false or misleading statements in their marketing materials. HESTA was fined $48,600 for displaying past performance figures in a way that implied better returns than ...

APAC looks to data-driven future: State Street

CHLOE WALKER | WEDNESDAY, 15 NOV 2023

... to five years, APAC firms foresee data usage percolating across functions including IT/infrastructure and sales and marketing. "There's a lot of energy and drive around data-driven innovation in APAC," State Street country head Australia Tim Helyar told ...

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HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN

HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options.

Ethical investment holdings double: CoreData

ANDREW MCKEAN

The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData.

VanEck to launch 'next evolution' long short ETF

MATTHEW WAI

VanEck will list its first Australian equity long short ETF on the ASX, which aims to outperform the S&P/ASX 200.

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA

The Securities and Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Advisers Big Day Out - Melbourne

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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