Search Results | Showing 161 - 170 of 486 results for "Centric" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
|