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Showing 281 - 290 of 486 results for "Centric"

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... understand and accept the advice they've been given. Our goal is to help advisers and accountants provide quality, client-centric advice and combat ongoing legislation change. "Being cloud-based, our systems now can be quickly adapted from one centralised ...

Omniwealth acquires mortgage broker

DARREN SNYDER  |  FRIDAY, 2 SEP 2016
... streamlined, and can help us deliver on our strategic plan. Like us, Westminster is non-aligned and able to be client centric with no conflicts." Westminster Finance and Business Solutions principle, James Grima, said he sees the move as a good fit and ...

Industry super fund selects J.P. Morgan for custody

MARK SMITH  |  TUESDAY, 23 AUG 2016
... services, Bryan Gray added: "We are pleased Club Plus Super, a superannuation fund recognised industry-wide for its member centric approach, has selected J.P. Morgan." "When considering providers, the super fund looked closely at how a new custodial ...

Stanford Brown hires former Philo Capital CIO

ALEX BURKE  |  WEDNESDAY, 3 AUG 2016
... He is also currently a director at Third Link Investment Managers and Pluton Holdings. Prior to Philo, he was chair of Centric Wealth's asset allocation and portfolio construction committee, chief executive at Investing 101, a co-founder of Tribeca Learning ...

Bond investors must relax benchmark constraints

KERRIE SYDEE  |  MONDAY, 25 JUL 2016
... have to tackle complications from negative yields head on. Buckley reiterated that if investors apply a strict benchmark-centric approach they will "simply saddle their portfolio with negative yielding bonds." Instead she called for a common sense relaxation ...

Mercer wins new super partnership

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
... greater efficiency, cost benefits, and customer service to Orica and its employees. "We were impressed by Mercer's customer-centric model where every single individual sits at the heart of the interactions and experiences we create. This was important ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
... setting the bar higher each year. The accolades are well deserved and we hope that they continue to spearhead investor-centric initiatives that are world-class, highly relevant and innovative," said Michelle Baltazar, director of media and publisher. ...

Energy Super hires three general managers

MARK SMITH  |  FRIDAY, 10 JUN 2016
... improve the government's use of technology and digital channels. His role at Energy Super will see him deliver member-centric business improvement programs and boost the fund's digital footprint. Energy Super chief executive Robyn Petrou said the new ...

Former Vontobel star manager sets course for Australia

MARK SMITH  |  FRIDAY, 3 JUN 2016
... meet with local asset consultants and institutional investors. "We are looking to build a true employee-owned, client-centric partnership with like-minded experienced investment professionals who are passionate about investment performance," Jain said. ...

PROFILE: FSC chief executive Sally Loane

ALEX BURKE  |  TUESDAY, 31 MAY 2016
... didn't pay much attention to the benefits of financial services at the time, she does believe her then-entirely consumer-centric mindset has informed her current position. "I think I bring that perspective into this job," she argues. "What are consumers ...