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Showing 111 - 120 of 486 results for "Centric"

Blue Orbit signs distribution deal

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... the agreement follows a comprehensive process to expand its distribution capabilities. "Hillcrest's boutique, client centric approach is highly aligned to Blue Orbit's core values and purpose- to manage funds the way they will be managed in the ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ...

Link Group acquires HS Pensions

ANDREW MCKEAN  |  TUESDAY, 30 AUG 2022
... Retirement & Superannuation Solutions division in core pension administration and a platform for the firm's unique member-centric engagement technology." The transaction is expected to be completed in the second half of 2022. Once completed, HS Pensions ...

ASIC tells super trustees to improve TMDs

ANDREW MCKEAN  |  MONDAY, 29 AUG 2022
... about the product, such as the product disclosure statement." While some trustees were found to have adopted consumer-centric review triggers that were specific and comparable over a set period, ASIC noted that some review triggers were too broad and ...

Link Group hires technology, marketing leads in super arm

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... with Link Group's growth ambitions. Richardson will be responsible for the creation, management and execution of client-centric advocacy programs, communications and events, to support the strategic objectives of the business. "His [Naidoo's] emphasis ...

Findex names co- chief executives amid plans to grow wealth capabilities

CASSANDRA BALDINI  |  WEDNESDAY, 24 AUG 2022
... during their working partnership. This includes global accounting firm Crowe Australasia and wealth management leader Centric Wealth and has resulted in the business growing from a team of 50 people to nearly 3000 across 100 locations since 2008. "As ...

ASIC issues first DDO stop orders

JAMIE WILLIAMSON  |  THURSDAY, 28 JUL 2022
... considered a high-risk offer. ASIC also made orders for non-compliance with DDO. "Under the law, firms must embed a consumer-centric approach. They need to design financial products that meet the needs of consumers in their intended target market, and ...

Nominations open for 2022 AFA awards

CASSANDRA BALDINI  |  TUESDAY, 12 JUL 2022
After a two-year pause, the Association of Financial Advisers has opened nominations for its 2022 awards. Looking to unearth the best across the financial advice spectrum, AFA and its partners are searching for the AFA Adviser of the Year, sponsored ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
... managing director and chief executive Andrew Alcock, who praised Steele's experience in leading teams and delivering customer-centric solutions. "I am delighted to welcome Tim to Class to lead the business forward as we focus on delivering great customer ...

Resolution Life builds out Australasian leadership

JAMIE WILLIAMSON  |  TUESDAY, 21 JUN 2022
... in financial services with a successful track record in developing high performance teams and creating strong customer centric cultures," Beer said. She added: "These appointments will play an important part in the ongoing evolution of our customer offering ...