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Showing 1421 - 1430 of 2468 results for "Progress"

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 ...

Security top of mind for investors seeking advice

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... with similar clients as being of value, with only 14% naming investment returns. A further 20% of investors ranked their progress toward achieving their goals as the top benefit, with Butler adding that advisers aid those goals by setting the right expectations. ...

China industrial profits surge

BENJAMIN ONG  |  THURSDAY, 28 SEP 2017
... for the causes of the Party and the country to promote balanced economic, political, cultural, social, and ecological progress and coordinated implementation of the Four-Pronged Comprehensive Strategy," the draft statement reads. "The Four-Pronged Comprehensive ...

ASX on track for blockchain announcement

KARREN VERGARA  |  TUESDAY, 26 SEP 2017
... stakeholder consultation is still underway. Stevens said the project has been "a big undertaking" and pleased with the progress and the potential of DLT to deliver real efficiency gains for the market. "We've given over 60 DLT system demonstrations or ...

MetLife tracker enhances claims experience

KARREN VERGARA  |  MONDAY, 25 SEP 2017
... digital tracker aiming to add value to members' claims experience. The digital claims tracker updates customers on the progress of claims in real time via desktops, tablets and mobile devices. Members of industry superannuation fund, MTAA Super, are ...

Netwealth sells Bridgeport, Pathway

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
Netwealth is selling its financial advice subsidiaries, choosing to instead focus on its platform and managed accounts solutions. The group has announced that discussions with potential buyers for both Bridgeport Financial Services and Pathway Licensee ...

APRA names heavyweight panel to investigate CBA

EMMA RAPAPORT  |  FRIDAY, 8 SEP 2017
... disclosure obligations to its investors. The inquiry panel will provide a final report to APRA by 30 April 2018, with a progress report due on 31 January 2018. The regulator intends to make the report public.

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Two multi-office financial advice and accountancy businesses will merge on October 1. At the end of the month, Navacue Accountants & Financial Advisors will become Modoras Financial Performance Solutions - a progression of an existing partnership. In ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
AZ Next Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists. The firm signed a binding ...

Experienced executives chasing fintechs, start-ups

DARREN SNYDER  |  THURSDAY, 31 AUG 2017
One of the biggest challenges facing financial services employers is the ability to motivate and retain key talent, meaning development and progression planning programs must become more structured. This is the view of digital, sales and marketing recruitment ...