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Showing 1411 - 1420 of 2467 results for "Progress"

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... adviser, representing a significant increase from the prior year (45%). Choi said keeping clients well informed on their progress towards achieving their goals is key to enhancing perceptions of value and in turn, improving client retention. He added ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
AMP will roll out the next evolution of its dedicated goals-based financial advice business this month with an expected step change being the way clients converse about their advice experience. AMP Advice will use real-time modelling to demonstrate ...

Super needs greater oversight from APRA: Poll

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... this requires sound planning that takes into account a range of plausible scenarios, provides disciplined monitoring of progress against those plans, and takes prompt corrective action if underperformance is identified, the report said. Financial Standard's ...

ANZ Wealth drags group's earnings

KARREN VERGARA  |  THURSDAY, 26 OCT 2017
... fully franked dividend of 80 cents per share. ANZ chief executive Shayne Elliot said the results demonstrate further progress in becoming a better, balanced, capitalised and more efficient bank, but concedes competition is fierce. "The reality is it's ...

Australian Unity restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... business. In announcing the changes, Australian Unity Group managing director Rohan Mead highlighted the significant progress made in delivering the group's strategic ambitions in recent years. This includes the acquisition of Home Care NSW; the Herston ...

ANZ and ASIC settle over BBSW case

DARREN SNYDER  |  MONDAY, 23 OCT 2017
... morning ASIC asked the Federal Court to stand down an impending trial for 48 hours. It will allow ANZ to consent to and progress the in-principle agreement. In a short statement ANZ said once the settlement has progressed further it will make a more ...

New private label SMA launched

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
Elston Asset Management will provide a private label separately managed account to a Brisbane-based wealth manager. Partnering with Quill Group to launch the offering on HUB24, Elston head of distribution Mark Smith said the firm is "proud to be working ...

ABA announces new chair

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
The successor to NAB's Andrew Thorburn as chair of the Australian Bankers' Association has been named. The association has put forward ANZ chief executive Shayne Elliott, and ABA chief executive Anna Bligh said Elliott will bring considerable energy ...

Women underrepresented in funds management: research

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
Women comprise only 20% of the global alternative assets funds management industry, research from Preqin shows. The proportion declines according to seniority with women making up 29% of junior alternative assets staff, 23% of mid-level staff and 11% ...

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... happiness for her clients," he said. ANZ Wealth head of sales Don Sillar added that he has great confidence that Taylor will progress as an industry leader for other young advisers. Also nominated for the Rising Star Award were Karlee Hoog Antink of ...