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Showing 91 - 100 of 581 results for "ProActive"

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... track record in the funds management industry, including his time at UBS, positioned him perfectly for the role. "His proactive approach and client-centric focus will further strengthen our ability to meet the evolving needs of our partners and investors ...

ASFA launches new initiative to fight financial crime

ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2024
... membership base, and proud to be driving this initiative, ensuring the sector is prepared to tackle evolving risks with a proactive and unified approach," Delahunty said. ASFA said the initiative will also build on the momentum of the government's recent ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... routines. These could be having a disciplined routine around the number of client meetings during the week or making proactive phone calls to clients. Forbes approaches it as "doing the small things over and over again and repeating them at a high standard". ...

Former Courtenay House director sentenced

MATTHEW WAI  |  TUESDAY, 3 SEP 2024
... May 2017 under an ASIC application against Courtenay House Trading Group, which includes entities of Courtenay House, Proactive Property Services, Sipina Enterprises and TheNowGroup.com.au. The Courtenay House companies appointed liquidators on 16 May ...

ASIC project foils scammers' operations

MATTHEW WAI  |  MONDAY, 19 AUG 2024
... scammers to exploit," Court said. "Scammers will continue to adapt and find new ways to lure consumers, and ASIC remains proactive in detecting and disrupting investment scams."

'Our patience is running thin': ASIC

ELIZA BAVIN  |  THURSDAY, 15 AUG 2024
Australian Securities and Investments Commission (ASIC) commissioner Simone Constant did not hold back when addressing superannuation trustees at an industry event yesterday. Constant said the regulator expects much more from super funds in being transparent ...

Financial services experiencing 'workforce transformation'

ELIZA BAVIN  |  MONDAY, 12 AUG 2024
The financial services industry is undergoing a workforce transformation due to shifting demographics, according to a new whitepaper by Profusion Group. The whitepaper, Adapting to a Changing Workforce, said organisations are adapting to emerging leaders ...

Most Australians proactively retire: Research

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
Two-thirds of Australians with guaranteed income streams are proactively retiring with fewer worries and are doing so to enjoy their twilight years, contrary to popular belief, a new study reveals. Research from Macquarie University's School of ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory and qualification upheavals ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... Vanguard/Investment Trends SMSF Investor Report. Complying to the ATO's technological compliance as well as continuation of proactive engagement are seemingly the top priorities for 'best practicing' SMSF accountants.