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Showing 1171 - 1180 of 1541 results for "Connect"

Advisers encouraged to use tech to boost soft skills

LAURA MILLAN  |  MONDAY, 10 FEB 2014
... tablets that can help them build relationships. "The best risk advisers know that the best way to write more business is to connect with clients and build on relationships," Brock said. "E-commerce is about electronics; the relationships that apply to ...

Industry groups self-interest caused FoFA problems

LAURA MILLAN  |  TUESDAY, 4 FEB 2014
... their own interests was the cause of the problems and complaints around the Future of Financial Advice (FoFA) legislation, Connect Financial Service Brokers chief executive Paul Tynan said. "It's not government that's the cause of the problems and complaints ...

Prime Super and HIP to merge

JAMES FERNYHOUGH  |  THURSDAY, 30 JAN 2014
Industry superannuation funds Prime Super and Health Industry Plan (HIP) will merge later this year to create a fund with almost $2.4 billion in funds under management and 150,000 members. Under the new arrangement, Prime Super chief executive Lachlan ...

The AFA develops social media simulator

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
The Association of Financial Advisers (AFA) has developed a simulator to help advisers determine the best social media strategy for their client base. The simulator is an interactive tool developed using the 'Connecting with Client' report from August ...

NAB makes key Asset Servicing appointments

HARRY PAGE  |  WEDNESDAY, 29 JAN 2014
National Australia Bank (NAB) has expanded its Asset Servicing business with two new appointments. Lachlan Allardice has been appointed as the head of Funds Management and Sub Custody and will be responsible for all fund manager, insurance and NAB's ...

Saxo launches social trading platform

HARRY PAGE  |  TUESDAY, 28 JAN 2014
... conventional salespeople. "We want to set free the peer-to-peer power of traders around the globe by enabling them to connect online with experienced and like-minded investors who are tired of input from salespeople from traditional banks," they said ...

NAB promotes exec to new custody BDM role

HARRY PAGE  |  THURSDAY, 16 JAN 2014
NAB Asset Servicing has appointed Peter Hele as the head of business development for Australia and New Zealand. Hele will be responsible for NAB's engagement with industry custody consultants and for new business across all industry sectors and start ...

NAB enters SIV market with 21 compliant funds

MARK SMITH  |  THURSDAY, 12 DEC 2013
NAB has unveiled a package of 21 compliant funds to assist overseas investors and their families with Australia's Significant Investor Visa (SIV). The SIV was introduced in November 2012 to attract migrants with a demonstrated history of success in ...

ANZ appoints a new head of Private Banking

HARRY PAGE  |  THURSDAY, 12 DEC 2013
ANZ has appointed Mike Norfolk, a former Royal Bank of Scotland banker to the newly created position of head of Private Banking in Australia. Norfolk's role will include managing private wealth and he will report to ANZ global wealth chief executive ...

One-stop-shop firms surge to gain scale against big instos

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
... behind, advisers look for different ways to face the challenges of the post-GFC world without losing their independence. Connect Financial Service Brokers chief executive Paul Tynan told Financial Standard that his company has experienced a surge of ...