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Showing 191 - 200 of 486 results for "Centric"

Bearish sentiment bites Aussie investors

ALLY SELBY  |  THURSDAY, 30 JAN 2020
... encouraged ESG product providers to be aware of the evolving demands of retail investors to avoid backlash. "While more ESG-centric products are being launched at pace, it is important for providers to understand that the priorities of Australians are ...

Former RBC I&TS lead joins tech firm

JAMIE WILLIAMSON  |  TUESDAY, 14 JAN 2020
... company is consistent with that of its founders and board. "He embraces an innovation mindset, builds on our customer-centric culture and development of a strong and diverse team. The board is confident in his ability and drive to achieve results and ...

SMSFA slams limited licensing

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
... Federal Budget submission today, the SMSF Association said limited licensing should be phased out in favour of a customer-centric framework designed to raise standards and close gaps in advice. According to SMSFA chief executive John Maroney, the limited ...

Goldman Sachs realigns reporting structure

ALLY SELBY  |  WEDNESDAY, 8 JAN 2020
... firm believes this new segment presentation, which is part of its ongoing commitment to organising the firm in a client-centric way, will not only better reflect how the firm is now managed, but also help drive greater accountability for executing its ...

Consultation opens for design, distribution guidance

HARRISON WORLEY  |  FRIDAY, 20 DEC 2019
... implementation of this reform presents a significant opportunity for industry to demonstrate they have embedded a consumer-centric approach in their business and are better managing non-financial risks." Consultation on ASIC's guidance is open until ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... people and the next day received a letter from a mutual fund company inviting him to work for them, to share his human-centric ideas. The switch to financial planning came after a conversation with a top adviser in California. "About 15 years ago, I ...

Many benefits to going your own way: CMC Markets

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 NOV 2019
... used to offer something, they're now a bit of a burden. They can stand in the way of good advisers giving really client-centric advice because the world of products and investments you can advise on narrows."

Crestone profits boosted by clients

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... growth within key client-facing roles. "During FY19 our team continued to build a business that delivers superior client-centric advice to preserve and enhance the wealth of multi-generational high net worth (HNW) and ultra-high net worth (UHNW) clients," ...

KPMG foretells open super era

HARRISON WORLEY  |  WEDNESDAY, 16 OCT 2019
... developments of open banking, with the passing of the Consumer Data Right paving the way for super funds to introduce "customer-centric products and solutions" powered by personalised data. According to the report, "Open Super" solutions may cover many ...

New executive role at Colonial First State

KANIKA SOOD  |  FRIDAY, 11 OCT 2019
... manager, customer and marketing. "He will focus on influencing member outcomes across Colonial First State and drive member centric initiatives. In addition Todd will be responsible for digital, the CFS data office and data strategy, and our human-centred ...