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Showing 1 - 10 of 2321 results for "Marketing"

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
To better understand global investor expectations and practices, Deloitte, in partnership with a global marketing agency, developed a report from a survey of 2000 investors and 250 wealth management providers. The report provided several calls to action ...

ClearView closes ClearChoice Super Rollover, launches trauma options

KARREN VERGARA  |  MONDAY, 13 MAY 2024
... Income protection waiting period definitions have also changed for all occupations. ClearView head of distribution and marketing Kathryn Williamson said life insurers need to start thinking more creatively to meet the evolving needs of customers. "While ...

Prime Super finds new chief executive

ANDREW MCKEAN  |  MONDAY, 6 MAY 2024
... head of advice delivery at ANZ Bank. Seales also worked as general manager of advice services and head of products and marketing at National Australia Bank. Seales succeeds Lachlan Baird, who left the role in December last year after 18 years in the ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... to step back from the day-to-day management, taking on the role of head of growth to focus on business development, marketing, and innovation. In doing so, he will report to newly appointed Jacobsen, who has been given a mandate to accelerate the company's ...

Franklin Templeton to build advanced financial AI platform

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... Intelligence. Franklin Templeton said the first potential benefit would be to improve the productivity of sales and marketing teams and to create more personalised support for their clients. "The platform will use a multi-layer intelligence approach ...

Finalists named in annual MAX Awards

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... Standard 's annual MAX Awards have been decided, including for the inaugural Rising Star of the Year award. The MAX (Marketing, Advertisting and Sales Excellence) Awards recognise individuals and teams excelling in the fields of marketing, sales, and ...

Adam Blumenthal ordered to pay $850k

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
... duties as a director of Creso by paying Tyson Scholz - who was a client of EverBlu - more than $2 million to provide marketing and promotional services for Creso. In addition, Blumenthal paid another party a further $1.2 million for the same purpose ...

Apostle Funds Management welcomes new head of wholesale

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... over 25 years' experience in the investment and wealth management industry along with expertise across distribution, marketing, and client services. He was most recently general manager, head of distribution at Lakehouse Capital where he established ...

Income AM bolsters sales function

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... with FIIG, he worked at ICAP Capital and held several other positions, including a chief executive role at Zova Sports Marketing. Interestingly, he produced a digital music album for Real Madrid in 2011. The other executives spent most of their careers ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... 2022 after seven years at MetLife in various senior roles including chief distribution officer and chief customer and marketing officer. Prior to that, she spent over 10 years at OnePath and MLC in sales strategy and advice roles. "Financial advice is ...
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