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Showing 221 - 230 of 1039 results for "Communications"

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
... software to help their clients in face of complexity, uncertainty and has developed algorithms to target products, communications, and interventions for each individual client at a particular time. The process includes a financial personality assessment ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... for advice providers to demonstrate their value-add - through their technical expertise, guidance and proactive communications."

First Super hires from Cbus

ELIZABETH MCARTHUR  |  FRIDAY, 9 APR 2021
... deputy chief executive role at First Super, where she will be responsible for business development, marketing and communications functions. Boucher joins from Cbus where she was most recently group executive - people, technology and enablement. She was ...

Mercer calls for delay to super reforms

JAMIE WILLIAMSON  |  THURSDAY, 8 APR 2021
... members. To combat this, Boyfield said a framework should be implemented that clearly outlines what marketing and communications materials to members should contain, namely transparency around "potentially better terms they could obtain".

VGI appoints chief executive

KANIKA SOOD  |  WEDNESDAY, 7 APR 2021
... VGI's listed funds. "I'm excited to work with Robert and the team to further enhance VGI's investor communications and operational capabilities, and in due course, drive the next phase of growth as we leverage VGI's platform to develop ...

Rainmaker reveals 2021 AAA super products

JAMIE WILLIAMSON  |  TUESDAY, 23 MAR 2021
... In analysing the offerings, the research house looks at the quality of a products investments, fees, insurance, communications and more. Funds are benchmarked against 3500 investment choices, 2000 fee options and 15,000 group insurance choices. The ratings ...

ASIC praises super trustees

ELIZA BAVIN  |  TUESDAY, 23 MAR 2021
... members. "ASIC found that trustees were quick to resolve any issues we raised with them about their public COVID-19 communications," it said. "This included issues concerning a significant number of website projection tools that estimated retirement ...

Client communication investment needed: Research

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... investor needs for granular data available on-demand. One of the biggest barriers for firms to invest in client communications is how it generates revenue mainly due to efficiency metrics. The survey revealed firms measure the time taken to create content ...

Mawhinney not dishonest, just irresponsible: ASIC

ELIZABETH MCARTHUR  |  FRIDAY, 12 MAR 2021
... were technically wholesale, but they were not sophisticated investors, and it must have been known through the communications with investors that some, if not most of them, were investing their superannuation funds." Mawhinney's lawyer argued that the ...

GROW Super rebrands

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
... GROW, with a refreshed website, shows some of its clients include companies such as Hawkins Law Firm and marketing communications firm DeanHouston. The super fund offering kickstarted in 2016 and launched in May 2017 as a product of LESF Super with Diversa ...