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Showing 181 - 190 of 1431 results for "Channel"

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
The life insurer has promoted two from within to the roles of head of retail sales and head of strategic sales, as it sets in motion expansion plans. Nathan Leonard is the insurer's new head of retail sales. He first joined NEOS when it launched in ...

Social media influencers charged for promoting shady investments

ANDREW MCKEAN  |  FRIDAY, 17 MAY 2024
Reality TV stars from shows like Love Island, Geordie Shore, and The Only Way Is Essex are due to face Court for pushing unauthorised investment schemes on their followers. Love Island's Biggs Chris, Jamie Clayton, Rebecca Gormley and Eva Zapico ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... will not replace advisers but support them. Joining the conference from New York, Juniper shared that the fastest-growing channel in the US is digital investment platforms like Fidelity, which have been driven by the expansion of commissioning-free trading. ...

Platinum's FUM dips below $14bn

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
Platinum Investment Management's funds under management took a $1.65 billion hit to finish at $13.5 billion at the end of April. Most of the outflows came from an unnamed institutional investor walking away and product rationalisation initiatives ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ...

Blue Owl hires from Fidelity for APAC private wealth lead

ELIZA BAVIN  |  TUESDAY, 7 MAY 2024
... banking, wealth and strategic clients. Santer was responsible for the wholesale strategy across Fidelity's largest client channel in the region and one that was increasingly aligned to wealth, Blue Owl said. During his tenure, Santer led the successful ...

Asset managers prioritising product quality: Northern Trust

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
Investment managers are focused on the quality and accuracy of their products to enhance the investor experience and growing their distribution in the next two years, according to a recent survey of 300 global asset management firms conducted by WBR ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... Wealth managers also need to deliver smooth omnichannel experiences for every customer journey. "This calls for an overall channel architecture, backed up with operational alignment that can integrate in-person and digital interactions," the report said. ...

$53bn added to ETF market over 12 months

ELIZA BAVIN  |  THURSDAY, 11 APR 2024
Australian investors added $2.65 billion into ETFs that invest on international equity markets over the three months to 31 March 2024, according to data released by the Australian Securities Exchange (ASX) and Vanguard. The inflows into international ...

Heartland finally gets regulatory approval for Challenger Bank acquisition

ELIZA BAVIN  |  MONDAY, 8 APR 2024
Heartland Group Holdings has announced it received indicative regulatory approvals from the Australian Prudential Regulation Authority (APRA) and the Reserve Bank of New Zealand (RBNZ) for Heartland Bank's acquisition of Challenger Bank. Heartland said ...