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Showing 241 - 250 of 1430 results for "Channel"

Suncorp wage scandal comes to a head

ANDREW MCKEAN  |  FRIDAY, 9 JUN 2023
... Consolidated Revenue Fund as part of its reparations. Further, Suncorp is obligated to operate an employee information channel for 60 days, provide appropriate training to relevant staff, and deliver a signed letter of assurance to the Fair Work Ombudsman ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... meets quarterly with a subcommittee that meets weekly and on an ad hoc basis as needed. We also use Microsoft Teams as a channel for the committee members to throw ideas around and make any urgent decisions," Hont said. "Plugging this kind of approach ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
Macquarie Asset Management won multiple awards at last night's Financial Standard Investment Leadership Awards, including the highly coveted Investment Manager of the Year Award. Attended by 350 people at Sydney's Crown, Financial Standard honoured ...

David Lane to leave Perpetual

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
David Lane has revoked his decision to lead the firm's US asset management business due to personal and family reasons. In November, Perpetual revealed notional changes to its executive committee ahead of its Pendal Group acquisition, which has ...

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... advice service," he says. "At the same time, we can see from the engagement levels with finfluencers that this emerging channel is highly valued by consumers. It's clear consumers want information and education, and the service providers that would historically ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
... two years across all demographics (28%, up from 19% in 2021), surpassing the super fund's website as the top interaction channel. "Members' emphatic demand for highly intuitive, mobile-first, interactions underscore the importance for super funds to ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... March and April respectively, gained about $350 million for the group. Funds under management for the managed accounts channel on BT Panorama jumped 26% year on year to $13.7 billon. FUA on BT Panorama of $102.1 billion, however, was down 3% year on ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The financial advice industry bucked the trend for the first time in more than three years, adding 626 advisers during the March 2023 quarter. A new report by Rainmaker Information shows that the advice profession gained several advisers in the non-aligned ...

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... improve understanding of its various advice channels. It comes as it reports nearly $500 million in outflows for the Advised channel and further adviser losses. In a quarterly update today, Insignia Financial said it will change the naming conventions ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...