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Showing 1141 - 1150 of 5292 results for "customer"

JPMorgan Chase acquires financial planning platform

JAMIE WILLIAMSON  |  FRIDAY, 24 SEP 2021
JPMorgan Chase is set to acquire a financial planning platform focused on the needs of college students and their families. The platform, Frank, currently serves more than five million students at over 6000 institutions across the US. It caters to those ...

Baby Boomers cashing in on meme stocks

ELIZABETH MCARTHUR  |  FRIDAY, 24 SEP 2021
According to analysis from Openmarkets Group, on average Baby Boomers and Generation X are making money on meme stocks, while Millennials are losing money. The analysis covered 11 "meme stocks" (stocks whose share prices skyrocketed due to social media ...

TAL releases income protection range

KARREN VERGARA  |  FRIDAY, 24 SEP 2021
Life insurer TAL launched three new offerings that aim to address fairness and sustainability of income protection products. Income Protection Enhance, Income Protection Focus, and Income Protection Assist are the three new products available from today. ...

AMP Capital makes two senior hires

KARREN VERGARA  |  FRIDAY, 24 SEP 2021
... head of real estate Kylie O'Connor said: "Christina joins us with a wealth of experience in the leasing business and her customer-first mindset, energised approach and collaborative leadership style will help ensure AMP Capital continues to attract and ...

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
... financial services company will also unveil its new life insurance platform in October, which will include a new adviser and customer portal, policy administration system and underwriting rules engine. General manager of transformation Nadine Gooderick ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... especially with our technology because it's a brand-new way of doing things you're doing advice live in front of a customer," she said. "We have to teach advisers to do things that was in the old world, very manual and paper-based, into something ...

Higher premiums a problem, not a trend: AFA

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
The increase in life insurance premiums over the last few years are a problem that needs to be fixed rather than recognising it as a trend, according to AIA's chief executive. Speaking on a panel at the Association of Financial Advisers national conference ...

New super fund prepares for launch

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
Tomorrow Super is readying itself for a $5 million pre-IPO funding round, with the promise of a financial adviser friendly superannuation solution. Crescent Wealth has acquired an 8% stake in Tomorrow Super and has become the firm's maiden white label ...

AMP reduces super fees

JAMIE WILLIAMSON  |  MONDAY, 20 SEP 2021
Members of AMP's super products will see savings across both administration and investment fees from October, with some set to make significant savings. As a result of consolidating its superannuation products from 11 to three, AMP's MySuper ...

Criminal charges filed against CBA

ELIZABETH MCARTHUR  |  FRIDAY, 17 SEP 2021
ASIC has brought 30 criminal charges against Commonwealth Bank for mis-selling consumer credit insurance, with the bank to plead guilty. The charges relate to CBA's promotion and sale of CreditCard Plus and Loan Protection policies as an add-on insurance ...