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Showing 1221 - 1230 of 1453 results for "Walker"

Super fund reappoints insurer

ANNABELLE DICKSON  |  THURSDAY, 19 NOV 2020
... lower pricing model with enhanced governance and oversight. Cbus group executive member and employer experience Marianne Walker said insurance is particularly important for Cbus members as two thirds of members work in building and construction and have ...

Praemium improves on-boarding

KARREN VERGARA  |  WEDNESDAY, 18 NOV 2020
... advisers to complete a Statement of Advice and application form have been reduced. Praemium chief commercial officer Mat Walker commented: "Praemium is continually looking for ways to improve our platform usability and to support our clients by improving ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... report to clients twice a year on average compared to 24/7 online, the survey found. Praemium chief commercial officer Mat Walker said: "Advisers are struggling to deal with non-custodial investments which are more difficult to administer and report ...

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
... yet which aren't making the papers and that advisers aren't necessary being made aware of." DAC managing director Matthew Walker said it has become increasingly clear in recent months that financial advice practices require a different way of managing ...

CountPlus firm makes acquisition

KARREN VERGARA  |  THURSDAY, 17 SEP 2020
... planner Christine Hallowes and senior accountant Debbie Bloffwitch. They join Evers, Troy Marchant, Gerard Andrews, Steve Walker and CountPlus as shareholders of the firm.

ASIC takes action against RI Advice

ELIZABETH MCARTHUR  |  FRIDAY, 21 AUG 2020
... Planning's main reception computer was hacked by ransomware which encrypted files and made them inaccessible. John Leslie Walker, a financial adviser at RetireInvest, was also named. RI Advice was informed in 2017 that its Circular Quay local network ...

Industry veterans launch dealer group

ALLY SELBY  |  MONDAY, 17 AUG 2020
... has also partnered with SMART Compliance, the brainchild of former Australian Securities Commission investigator Brett Walker (who also sits on the dealer group's investment committee). The group is still actively looking for other advice tech companies ...

Cbus adds to leadership

ANNABELLE DICKSON  |  TUESDAY, 11 AUG 2020
... improving customer outcomes and employee engagement. Cbus' group executive member and employer experience Marianne Walker said: "Natalie will be joining my team in mid-September, bringing her extensive strategic, CX, EX, digital, channels, member ...

Administrators appointed to iProsperity

ELIZABETH MCARTHUR  |  FRIDAY, 17 JUL 2020
... COVID-19 travel bans, iProsperity's investments in the sector also suffered. Administrators Barry Wight, Jeremy Nipps and Alan Walker of Cor Cordis have been appointed to i-Prosperity Pty Ltd, iProsperity Underwriting, iProsperity Australia, iProsperity ...

Aussie analysts share COVID-19 investment tips

ALLY SELBY  |  THURSDAY, 30 APR 2020
... move quickly whenever opportunities and threats present themselves." Despite rising bourses, A Rich Life founder Claude Walker said he is still as bearish now as he was at the end of February. "Right now the market is supposedly looking through the lockdowns ...