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Showing 131 - 140 of 350 results for "Video"

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
A financial advice dealer group has awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... Instagram account, a Facebook page and a snazzy-looking website. But then there's the level-up material: SEO-optimised video content, different landing pages and social campaigns for different client segments and, in Glen James' case, a completely ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... Cobain, will be the day's MC. To view the full agenda, click here. To view last year's event highlights, watch the video here.

NAB complicated plan service fee issue: Royal Commission

HARRISON WORLEY  |  MONDAY, 13 AUG 2018
... bank last week, resulting in chief executive Andrew Thorburn publicly apologising to Australians for NAB's actions in a video posted to twitter late in the week. "When we make a mistake, we find it and we fix it - and if necessary, we compensate ...

NAB CEO apologises over super failures

HARRISON WORLEY, DARREN SNYDER  |  FRIDAY, 10 AUG 2018
... good stewards, and "to partner you and back you when you go forward with your businesses and in life." In the 90-second video he also spoke about NAB's commitment to offer products and services of high value. "My commitment to you as the CEO of this ...

Former Arnhem executive takes new role

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... signatory to the UN's Principles for Responsible Investing. It also invested $4 million via its ventures fund in Genero, a video production marketplace looking to expand in the US market. Ellerston Capital is owned by Consolidated Press Holdings.

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... providing clients with an electronic SoA which is accompanied by an explanatory powerpoint presentation and a personalised video. "We think technology actually enhances the client relationship and has been seen as a threat by this industry for too long," ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Finalists: BT Financial Group - Define Your Future StatePlus - 3Cs Zurich - Facebook Energy Super - Putting the Energy into Super Video Campaign of the Year: Challenger - Aged Care Finalists: Zurich - We Stand by our Claims, So You Can Stand by Yours ...

MLC Life enhances mental health offering

HARRISON WORLEY  |  WEDNESDAY, 16 MAY 2018
... health nurse who serves as a consistent point of contact. After the collection of medical records, customers will undergo a video consultation with a clinical psychologist or psychiatrist if required, with a report containing diagnosis and treatment ...

YBR appoints new general manager

ALEX BURKE  |  WEDNESDAY, 21 MAR 2018
... additional revenue opportunities and position the wealth business for strong growth in the coming year. YBR Life, a phone and video-based solution for insurance advice has been piloted and had "some great success," the firm said. YBR has invested $1.9 ...