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Showing 1151 - 1160 of 5292 results for "customer"

Global firm expands into Aussie wealth management

ELIZABETH MCARTHUR  |  FRIDAY, 17 SEP 2021
A London-headquartered behavioural finance firm has announced plans to expand into the Australian wealth management sector. Oxford Risk has hired Bianca Kent as head of client and strategy, to be based in Sydney, as it enters the market. The firm builds ...

EQT Group dumps Iress bid

ANNABELLE DICKSON  |  FRIDAY, 17 SEP 2021
... been able to confirm that Iress is an impressive, technology-focused business with strong market share and a very loyal customer base driven by its market-leading software solutions," EQT chair of Asia Pacific Thomas Von Koch said. "We have not come ...

CMC Markets buys ANZ Share Investing

ANNABELLE DICKSON  |  FRIDAY, 17 SEP 2021
The online trading platform is set to pay $25 million for the big four bank's share investing client base as the latter continues to simplify its banking strategy. The transaction will see 500,000 ANZ Share Investing clients with total assets in excess ...

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... commence on October 5, essentially requires product manufacturers and distributors (in this case advisers) to keep the customer front and centre and consider three things: the objectives and needs of consumers, and their financial situation in relation ...

ME Bank faces criminal charges

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
... Securities and Investments Commission Act 2001 (Cth) and National Credit Code. The alleged contraventions concern home loan customer communications over a two year period ending September 2018. These issues were self-reported by ME to ASIC in October ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... are currently using these tools compared to 32% in 2020. "Advice firms have largely tried to replicate their existing customer interactions to online, but if we look to the disrupters for inspiration, replication may not be enough. Digitisation of the ...

CFS reduces premiums

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
Colonial First State is reducing insurance premiums in its super funds, in a move that should benefit 220,000 members. Members of FirstChoice Employer Super, Essential Super, FirstChoice Personal and FirstChoice Wholesale Personal super products will ...

Stake sets $3 brokerage for ASX-listed stocks

KANIKA SOOD  |  MONDAY, 13 SEP 2021
Stake, best known for its $0 brokerage on 6000 American stocks and ETFs, will now offer ASX-listed stocks and ETFs for a $3 brokerage fee. The four-year-old firm is currently running the ASX brokerage in beta test version during which the brokerage ...

Legislation introduced to create Queensland mega fund

JAMIE WILLIAMSON  |  THURSDAY, 9 SEP 2021
... fund and support about 2000 jobs. "There'll also be opportunities for new jobs in investment, information technology and customer engagement as the fund grows," he added. The two funds welcomed the legislation, saying it gives QSuper the ability to pursue ...

Aussie neobank partners with crypto exchange

ELIZABETH MCARTHUR  |  MONDAY, 6 SEP 2021
... exchanges in Australia. This partnership will enable BTCM to stay at the forefront of a rapidly-growing industry," Volt chief customer and partnerships officer Andrew Clouston said. "We've been particularly interested to see digital currencies grow in ...