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Showing 141 - 150 of 486 results for "Centric"

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... this will enable advisers to be more confident they are meeting their best interest obligations and delivering client centric advice. The update includes labelling adjustments; fee breakdowns; and the ability for advisers to calculate client-specific ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... aims to help consumers obtain appropriate financial products by requiring issuers and distributors to have a "consumer-centric approach" to the design and distribution of products. Templates are available for life insurance; income protection insurance ...

CountPlus acquisitions boost revenue by $9.4m

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
... original adviser cohort have retired or left, and we have brought in 107 new advisers with a focus on quality and client-centric values," he said. The acquisition of paraplanning firm Wealth Axis is expected to bring in $1.2 million in revenue, while ...

Actuaries Institute unveils IDII recommendations

KARREN VERGARA  |  MONDAY, 24 MAY 2021
... houses and industry bodies. It is led by former APRA deputy chair Ian Laughlin. "The taskforce set out to have a customer-centric view and to commit to tackling issues from a professional and objective standpoint. The institute established the taskforce ...

Pinnacle affiliates reach $85bn AUM

KARREN VERGARA  |  THURSDAY, 20 MAY 2021
... strategies and infrastructure, it said, adding that investment consultant ratings, offshore fund infrastructure and time-zone centric distribution are well in place to underwrite future growth. FUM for the retail channel hit $19.3 billion at the end ...

Jarden gets market participant licence

KANIKA SOOD  |  FRIDAY, 14 MAY 2021
... licence is a strategic milestone and underlines Jarden's long-term commitment to Australia. "It demonstrates our client centric culture, as we deliver an exceptional level of service across the trans-Tasman market. Combined with some of the best ...

CBA launches JV for institutional tool

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... wants of their customers," Hinchcliff said. "In short, CommBank iQ will help Australian institutions become more customer centric and better able to quickly identify and respond to both complex problems and significant growth opportunities." CommBank ...

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... Income Fund. Together they have about $170 million in assets. "Hejaz is taking steps to make wealth creation more customer-centric. The market potential here is enormous - Muslim Australians are diligent savers and, given the choice, will always gravitate ...

LGIAsuper picks custodian for merged fund

KANIKA SOOD  |  TUESDAY, 4 MAY 2021
... merger comes into effect on July 1 while Suncorp acquisition i s slated for a 31 March 2022 completion. "NAB's client-centric model and ability to improve operational efficiency for members were key factors in our decision, along with the organisation's ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... opportunity and so it was crucial to hire a team with a depth of local experience, aligned to Crestone's strong client-centric culture. We believe it is a testament to our business model that Crestone can attract advisers of this calibre." The expansion ...