Search Results | Showing 1671 - 1680 of 7608 results for "Know" |
| | | ... understand and we're spending a lot of time educating advisers, which is great because it gives us the opportunity to really know our clients and gives the adviser another conversation to have with their clients." |
| | | | Equity Trustees has a new general manager, business development and custody, corporate trustee services, hiring from Perpetual. Johnny Francis has been appointed to the role, joining from Perpetual where he was head of sales and relationship management ... |
| | | | Research house Lonsec has grown its sales team, including appointing a new head of sales. John Burton steps into the head of sales position. He was previously national sales manager at OnePath before more recently establishing his own wealth firm - ... |
| | | | AMP is forging ahead with its planned demerger that is due to take effect in the first half of 2022. AMP chief executive Alexis George is confident that AMP and AMP Capital's Private Markets business, otherwise known as PrivateMarketsCo, will become ... |
| | | | ... Financial chief advice officer Andrew Kennedy said he looks forward to working with the firm again. "It's pleasing to know that the investments we are making in simplifying and enhancing the advice delivery process are being recognised by our adviser ... |
| | | | Morningstar Australia has announced the appointment of Peter Bryant as the head of business development for Australia and New Zealand. Bryant will join Morningstar in mid-January and will lead the Morningstar sales team responsible for data, research ... |
| | | | The ACCC will not oppose the acquisition of Citigroup's Australian consumer business (Citi) by NAB after a review found the transaction would not substantially lessen competition. The review focused on competition in the supply of credit cards, as Citi ... |
| | | | Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ... |
| | | | Trading platform Stake - which has a DIY super offering - has called out some of the largest super funds, saying they are failing to roll over members to its SMSF offering in the required three days. Since October 1, APRA regulated super funds have ... |
| | | | ... retain access to adequate financial resources, including when unexpected costs arise. "In light of recent changes, we want to know more about how adequately resourced trustees are, how they are making financial projections in business planning practices ... |
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