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Showing 1201 - 1210 of 5292 results for "customer"

Fidelity adds new climate, gender policies

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
The US$787 billion manager is asking companies that it invests in to reach 15% to 30% in board gender diversity and to commit to addressing the climate change crisis. Under the new policies, it wants most developed market investees to have at least ...

Spaceship hits $1bn in total assets

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... the last year. Its total assets more than doubled from $415 million in July last year to $1 billion now, while total customer base has grown four times in two years to 200,000. The firm says its most popular age cohort is 20-39 years. About 85,000 of ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
... With a shrinking adviser base, further rationalisation must happen," he said. First formed in 2015 as the Life Insurance Customer Group, the group aimed to give life insurance advisers "a voice in the Life Insurance Framework debate". As part of its ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes. The Your Life module includes statements based around Lumiant's eight dimensions of wellbeing ...

New head of ESG at boutique

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
... appointed the head of ESG at Maple-Brown Abbott (MBA). Pringle had a 14-year long career at BT, most recently as head of customer governance and sustainability. Prior to this, she held strategy and operations roles in BT's private wealth, superannuation ...

BTFM, Asgard Capital fined $3m

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... them." ASIC commenced proceedings against Westpac's subsidiaries in August 2020. It was only in October 2016 that a customer identified the erroneous charges. Westpac said in a statement: "The allegations concern the inadvertent charging of financial ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... particularly as the stockbroking and listed securities advice sector has an "exemplary record as regards the handling of customer complaints". In the recent AFCA complaint statistics, just 0.6% of the total 80,833 complaints received during the period ...

Janus Henderson hires global operations chief

KANIKA SOOD  |  FRIDAY, 23 JUL 2021
... existing frameworks and use my experience in operations and technology to build out the next generation of data-driven, customer-centric operating models," Lowry said of his appointment. In March, the firm hired Aviva Investors' head of client experience ...

ASIC consults on anti-hawking rules

KANIKA SOOD  |  THURSDAY, 22 JUL 2021
The corporate regulator has opened consultation for the proposed ban to hawking of financial products. Anti-hawking reforms are slated for an October 5 start. They are a part of the government's response to the Hayne Royal Commission, which said hawking ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
The platform launched a client portal app for financial adviser clients in a bid to improve client engagement. The app allows clients to view overall portfolio performance and asset allocation across their entire portfolio. Aside from simple charts ...