Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 271 - 280 of 486 results for "Centric"

NAB appoints research veteran to head retirement arm

ALEX BURKE  |  FRIDAY, 13 JAN 2017
... retirement research: most recently he was national manager retirement at Colonial First State, where he produced retirement-centric research materials to assist advisers in producing goals-based portfolios for retirees. Before that, he held the role ...

Centrepoint driving adviser efficiencies

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
... chief executive, John de Zwart said the new offering supports advisers in transforming their practices into truly client-centric businesses. "Advisers need to focus their advice and service proposition on delivering a quality advice experience to their ...

Fintechs face marketing battle

DARREN SNYDER  |  TUESDAY, 8 NOV 2016
... delivering financial services online, Roberts said it is essential for all financial services companies to be more consumer centric. "The financial services establishment faces a real challenge to become truly customer centric. This can only be met through ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... institution and had a long proven track record of successfully running a dealer group and overseeing the provision of client-centric financial advice." "Fortnum will support us to focus on growing the business while doing what we do best, which is look ...

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... but there are not enough Gen Y buyers interested." "However, businesses that have been structured on corporate client centric service and advice models with good processes, latest technology and adherence to the highest standards of compliance are always ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... start a global conversation around the implications of fintech and automated advice for the delivery of holistic, client-centric financial planning advice. The report was developed from about 1700 survey responses from CFP professionals in 29 territories ...

Former State Street analyst joins Parametric

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
... support the firm's breadth of capabilities. "Susan has a wonderful technical skills base and, just as importantly, a client-centric focus with a willingness to innovate, making her a perfect fit for our culture," Briant said. Bu said she views her new ...

Centrepoint establishes adviser transition program

KERRIE SYDEE  |  WEDNESDAY, 21 SEP 2016
... are only looking to attract professional advisers who have a good compliance record and share our passion for a client-centric approach to advice. We view good compliance and processes as an investment in the reputation, efficiency and growth of a good ...

CYBG appoints former AMP MD

ALEX BURKE  |  FRIDAY, 9 SEP 2016
... customer, people and cultural impacts will be invaluable to CYBG as we remain focused on building a high performing, customer centric organisation and continue our ongoing transformation."

Energy Super selects group insurer

MARK SMITH  |  MONDAY, 5 SEP 2016
... and its members. "We're passionate about partnering with funds whose culture aligns with our values of being customer centric. Energy Super demonstrates these values to its members, which is why they are the perfect partner for us as we continue to expand ...