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Showing 11 - 20 of 22 results for "Adviser engagement"

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... hires planned over the next eight weeks. Man said the appointments include a head of New South Wales and two adviser engagement specialists, all currently serving non-compete periods and gardening leave with previous employers. "There are no intellectual ...

Bell Asset Management names head of retail sales

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... AUSIEX, Commonwealth Bank, Colonial First State and Asgard, bringing deep expertise in retail distribution and adviser engagement. Bell AM chief executive Michael Lovett described Stewart as a "highly respected figure" in the industry and said he will ...

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
... report directly to chief executive Garry Crole and will be responsible for growth, operational excellence and adviser engagement. Most recently, Stout was national business growth manager at AMP Advice where he rebuilt recruitment processes, launched ...

iExtend finds interim arrangement to operate

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... an important development in iExtend's journey as it demonstrates the businesses commitment to maintain adviser engagement and conversations which are key foundational pillars to the co-ownership offer, he said. "We have always been proactive in the ...

Synchron appoints Queensland manager

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
... Don Trapnell said. "He brings with him an enormous amount of enthusiasm for the industry and a passion for adviser engagement." Prior to joining Challenger, Donohue was a senior business development manager at Asteron Life and a case manager in underwriting ...

Dimensional to use Calastone solution

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
... which may come in different formats, fields and timeframes. "Building intelligence and responsiveness into adviser engagement models is critical, particularly as the industry transitions around industry reforms, new technologies and changing investor ...

New model boosts adviser engagement: MLC

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
Since changing its retail advice support model, MLC Life Insurance has recorded a 25% improvement in lapse rates in the year to May 2018. MLC Life introduced business engagement managers (BEM) a year ago to provide advisers with the resources to engage ...

MetLife expands retail life business

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... new appointments. Casey Sugden joins as senior sales manager for Victoria and Tasmania, tasked with leading adviser engagement and growing the regional sales team. Sugden was most recently at Challenger's SMSF retirement specialist subsidiary Accurium ...

MLC Life creates four adviser engagement roles

ALEX BURKE  |  WEDNESDAY, 26 APR 2017
MLC Life Insurance, the insurer established after NAB sold its life insurance arm to Nippon Life, has created four new business engagement manager roles. The managers will join MLC Life Insurance's retail business from May 1 and will focus on assisting ...

SMSFs continue hunt for information

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... about innovation and has invested heavily in its online offerings since 2014, with spikes in SMSF trustee and adviser engagement. "The more information SMSF trustees receive, the more they want and they are becoming voracious consumers of information ...