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| | | The Financial Planning Association has chosen a board member to chair its board. Marisa Broome will move into the role when current chair Neil Kendall's term concludes in November. She has worked in the financial services industry for over three decades ... |
| | | | ... question had been asked: Does this feel right? Reinforcing closing remarks from the HIH Royal Commission in 2003, The Ethics Centre senior adviser Trent Moy said it is groupthink that reinforces bad habits and much of the questionable conduct uncovered ... |
| | | | ... from Kaplan. Encompass Wealth's Helen Russo, Main Street Financial Solutions' Michael Fox and Dean Loosmore of Lio Adviser Centre were also finalists in the award. |
| | | | ... clients, and increase and unlock business value," he said. "The new world of advice will need to feature the client front and centre, and businesses will need to learn how to deliver those client-focussed services while finding ways to grow." In addition ... |
| | | | ... achieve? In the old world, I'd say not many," she said. "In the new world, advisers can say exactly. With goals front and centre, clients are constantly reminded of the 'why' that's driving them, giving them a greater sense of control over their ... |
| | | | ... in an executive capacity more than three and a half years ago." He added that Magellan clients have always been at the centre of the company's approach and is confident this will continue. |
| | | | ... of a restructure, following a business review. As at June 2018, Freedom had 229 employees, the majority (165) were call centre sales and customer service staff. Following the restructure, which was conducted with the help of Deloitte, only 90 employees ... |
| | | | ... of Sargon's new fintech offerings, Sargon Impact and Sargon Arcadia. "Sargon Impact puts revenue, growth and data at the centre of their clients' operations. Sargon Arcadia delivers efficient compliance through an intelligent and collaborative workspace," ... |
| | | | ... talking, could go back to work. The insurer sent the claimant to rehabilitation and they were advised to become a call centre operator. While stories from his professional experience and some from the Commission sound "horrible," Berrill says they are ... |
| | | | A new financial advice firm operating as a charity is changing the lives of low income earners in Western Australia. Registered with the Australian Charities and Not-For-Profit Commission, Leda Financial Advice was founded by financial adviser Michael ... |
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