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Showing 161 - 170 of 486 results for "Centric"

Milestone launches asset allocation tool

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... managing partial discretionary allocations and algorithmic portfolio management for organisations that manage product-centric asset allocation models. In addition, pControl's Investment Operations solution provides Investment Book of Records (IBOR) capabilities ...

Janus Henderson bolsters institutional team

ELIZA BAVIN  |  THURSDAY, 14 JAN 2021
... the complexity of some of our strategies increases, it is critical that Janus Henderson creates better and more client-centric messaging which accurately represents the capabilities of the firm and ensures that clients feel that they have been listened ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... the heart of what we do, and we are well-positioned to best deliver value-driven advice to clients through our client-centric, goals-based advice model. "I am excited to take on this new role and confident I leave the group CEO role in the very capable ...

Design, distribution obligations guide released

KARREN VERGARA  |  FRIDAY, 11 DEC 2020
... 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. ...

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... capabilities within their team and strong reputations in their respective communities," he said. "Hillard O'Donnell has a client-centric service offering which is a central tenet of alignment with the CountPlus values and purpose." Last month, CountPlus ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... Associates founder and managing director Paul Brady said. "Connectus will enable us to maintain our highly personalised, client-centric approach while gaining access to best practices, additional client services and enhanced technology and processes. ...

Advice for all could add $630bn to economy

JAMIE WILLIAMSON  |  WEDNESDAY, 25 NOV 2020
... for going it alone, which is ultimately shared by the whole community," Rennie said. CPA Australia said a truly consumer-centric advice model is needed to realise the benefits identified by its modelling. This includes greater focus on client goals and ...

Wells Fargo sets sights on Aussie super

ELIZA BAVIN  |  WEDNESDAY, 25 NOV 2020
... particular within the superannuation industry." Flood said for the moment the global firm is focused on providing ESG-centric small cap, all cap and global small cap options. "We have both fundamental equity as well as systematic equity so we can definitely ...

Link hires from QSuper, NAB

JAMIE WILLIAMSON  |  FRIDAY, 13 NOV 2020
... professional with over ten years' experience. She has a passion for people, and drives outcomes with an authentic and client-centric approach." She will report to Link's general manager, client partnerships, retirement and superannuation solutions ...

AMP extends life insurance APL

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
... offering, including claims resolution and support, technology support (including data feeds, shared portals), licensee-centric reporting, education and technical support, and future product development." Existing clients who have life policies with insurers ...