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Showing 211 - 220 of 486 results for "Centric"

ASIC scolds banks over fee-for-no-service delays

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
... agreements. The regulator said delays were also due to a failure by some institutions to propose "reasonable customer-centric" methodologies to identify and compensate customers. ASIC noted this was despite the fact it had clearly articulated its expectations. ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... consultants and investment managers." Philo was established in 2012 and has contributed to the managed account offerings of Centric Wealth, Shadforth Financial Group and IOOF.

Escala bought by growing US firm

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
... chief operating officer Rajini Kodialam said Focus was impressed with Escala's integrity, investment acumen and client-centric approach. Focus has identified Australia as an important and attractive market, founder and chief executive Rudy Adolf said. ...

Opportunities outweigh threats when it comes to SMSFs

HARRISON WORLEY  |  WEDNESDAY, 20 FEB 2019
... opportunities outweigh the threats, and we collectively need to work on those for the benefit of the members. It really is member-centric, member-first."

Industry fund appoints chair

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
... wish George well as we continue into the future, running the fund and delivering a high standard of service with a member-centric focus. I am proud to be able to declare, without reservation, that each and every trustee director and employee of the fund ...

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... executive Rod Bristow said: "We're looking forward to Adam being part of our leadership team to deliver Clime's client-centric solutions." Clime officially launched into the high-net-worth advice market in 2018 to offer tailored financial advice ...

No-deal Brexit prolongs market uncertainty

KARREN VERGARA  |  WEDNESDAY, 16 JAN 2019
... "mixed bag" of other factors that have an immediate influence, he said. The VIX volatility index will be guided by US-centric events such as earnings season, manufacturing and employee data and the Fed possibly raising rates, Ho added. Disunited Kingdom ...

Copia builds distribution team

KANIKA SOOD  |  THURSDAY, 13 DEC 2018
... Mani's calibre join Copia. Mani has extensive experience in the funds management industry and brings a technical and client centric approach to distribution which importantly enables us to continue building our retail footprint throughout Australia." ...

CountPlus acquires interest in integrated wealth firm

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
... their own growth and profitability. "O'Brien is a standout, second-generation family business with great people, a client-centric culture - and it brings a clear growth and values mindset in line with that of CountPlus," CountPlus chief executive Matthew ...

Mercer wins two super fund mandates

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
... outcomes for its members. "Our significant investments over several years in people capability, process innovation and member-centric state-of-the-art technology solutions will deliver a different kind of perspective and partnership to Anglican National ...