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Showing 151 - 160 of 486 results for "Centric"

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... interests duties are prompting advisers to shift away from a product selection or replacement mindset towards a more client-centric view, focused on client discovery, strategic goal-based advice and cashflow modelling. "The regulator's expectations ...

Iress partners with regtech for DDO

ANNABELLE DICKSON  |  FRIDAY, 23 APR 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. Product issuers must design financial products in a targeted manner and ...

Blake Grossman joins BetaShares board

ELIZABETH MCARTHUR  |  TUESDAY, 6 APR 2021
... Grossman said he has admired BetaShares' business for years. "I have admired the outstanding innovation, investor-centric focus, and strong culture at BetaShares for many years, and I'm delighted at the opportunity to join its board," he said. ...

Bennelong hires for new role

ELIZABETH MCARTHUR  |  MONDAY, 22 MAR 2021
Bennelong Funds Management has hired for the newly created role of chief client strategy officer. Amara Haqqani steps into the position. She will be based in Sydney and report directly to Bennelong chief executive Craig Bingham. Haqqani was previously ...

Funds announce chief ahead of merger

ELIZABETH MCARTHUR  |  MONDAY, 8 MAR 2021
... sector." "Both boards are confident that Kate will lead our combined organisation to be a strong, boutique, Queensland-centric superannuation fund that will generate better outcomes for members." This means Energy Super chief executive Robyn Petrou will ...

Chant West to buy Rice Warner insurance comparator

KANIKA SOOD  |  FRIDAY, 5 MAR 2021
... relationships with super funds and financial advisers, I have every confidence they 'll continue to deliver on that client-centric mission and we're committed to working closely with them to ensure a smooth transition for subscribers and staff ...

Iress to deliver DDO solution

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 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. Product issuers must design financial products in a targeted manner and ...

JANA awarded mandate

ANNABELLE DICKSON  |  WEDNESDAY, 24 FEB 2021
... not-for-profit space. JANA head of insurance strategy Greg Wilkinson said the firm is impressed with TUH's strong member-centric approach and respected history. "We look forward to supporting TUH in their journey to deliver positive social change along ...

BOQ acquires ME Bank

ELIZABETH MCARTHUR  |  MONDAY, 22 FEB 2021
... Australia's big four banks. "Today's announcement is another major step in our strategy to be the leading customer-centric alternative to the big banks. With the addition of the ME Bank business, BOQ now has material scale and a compelling growth ...

IFM to acquire energy company

KARREN VERGARA  |  WEDNESDAY, 3 FEB 2021
... long-term retirement savings of working people." QIC head of global infrastructure Ross Israel commented: "Our sector centric, thematic-based investment strategy targets distributed energy and sustainability, and Enwave Energy US is well positioned to ...