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Showing 1311 - 1320 of 5066 results for "Sales"

Boutique manager expands research team

KANIKA SOOD  |  THURSDAY, 27 SEP 2018
... than $1 billion. His first hire was a head of distribution from J.P. Morgan. Alexander Ordon was J.P. Morgan's regional sales manager for NSW, QLD and ACT. The boutique in now close to having raised $100 million. At August end, the strategu had a ...

NAB, MLC face class action

JAMIE WILLIAMSON  |  THURSDAY, 27 SEP 2018
... policy, including students, people without gainful employment and people on disability pensions. Slater and Gordon allege the sales practices amounts to unconscionable conduct, meaning MLC and NAB contravened the ASIC Act. Acting on behalf of customers ...

Royal Commission tables life insurance policy questions

KARREN VERGARA  |  THURSDAY, 27 SEP 2018
... cap on such benefits continue to reduce to zero?" they asked. Banning conflicted remuneration may be sufficient to ensure sales representatives do not use inappropriate sales tactics when selling financial products. Additionally, what other changes ...

Mainstream loses super fund contract

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... maintained at $50-55 million for FY19. Mainstream expects to make up any shortfall in FY19 revenues with the strong pipeline of sales in US and Australia. Last month Mainstream announced plans to enter the SMA market.

Powerwrap appoints head of operations

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... chief operating officer James Edmonds. Powerwrap has been steadily building out its leadership team, having added head of sales Wes Gillett, chief financial officer Bruce MacDougall and Edmonds earlier this year. Davidson also commenced as chief executive ...

Boutique adds insto distribution lead

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... 2012. He is also a former head of institutional business at Tyndall - now Nikko Asset Management - and served as director of sales and marketing at Schroders. Nanuk chief executive Eric Siefloff said: "Nanuk is delighted to access Stephen's extensive ...

Perpetual inks global strategic partnership

JAMIE WILLIAMSON  |  TUESDAY, 18 SEP 2018
... Company, enabling clients to leverage the expertise and services of their respective markets. Perpetual Corporate Trust head of sales and relationship management Glen Dogan said Australia represents a compelling opportunity for global investment managers ...

State Street appoints APAC global markets lead

HARRISON WORLEY  |  THURSDAY, 13 SEP 2018
... moves into the role effective immediately, relocating to Hong Kong from Boston where she served as head of foreign exchange sales for State Street Global Markets. State Street said Hardeman would lead the strategic direction, sales, service and operations ...

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... Franklin Templeton's head of IFAs and family offices. Prior to this, he was ING Investment Management's head of retail sales. Devlin has about two decades of experience in the financial services industry. Warakirri's chief executive and managing ...

Freedom sold life insurance to intellectually disabled man: Royal Commission

HARRISON WORLEY  |  WEDNESDAY, 12 SEP 2018
... needing to repeat after his father to cancel the policy. The Commission later heard recordings of phone calls between Freedom sales agents and Stewart's son, including an instance when a sales agent asked the man if he could speak with his mother after ...