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Showing 291 - 300 of 486 results for "Centric"

Investment committees must consider culture

DARREN SNYDER | FRIDAY, 27 MAY 2016

A global investment consultant believes culture and leadership among investment committees can be mapped to meaningful business performance metrics, something often undervalued at asset owner and asset management firms. Speaking at a recent Willis Towers ...

Adviser Network launches SMSFit

KERRIE SYDEE | FRIDAY, 27 MAY 2016

... Adviser Network chief executive officer Duncan McPherson said that licensed accountants need to be able to provide client centric, compliant advice that doesn't require them to invest heavily in technology simply to advise on suitability. "SMSFit enables ...

One in four willing to switch advisers: EY survey

MARK SMITH | TUESDAY, 24 MAY 2016

Wealth managers in Australia will need to employ more client-centric strategies and make better use of technology if they want to capture a share of the sector's $280 billion (US$200 billion) global revenue opportunity, according to EY's 2016 global ...

Robo advice set to fail: Morningstar

KERRIE SYDEE | FRIDAY, 20 MAY 2016

... to be serviced. "For the first time in a long time this is not a regulation driven change, this is a genuinely client centric level of innovation that we're all going to be a part of," Whelan concluded.

Focus Financial looking for more local partners

KERRIE SYDEE | THURSDAY, 19 MAY 2016

... Our entire industry was built on it, so we like it," she said. "We think it's going to set the tone to provide client centric advice. It's doing right by the clients which the most important thing in this industry. So we think there is a combination ...

StepStone signs KPMG investment team

DARREN SNYDER | FRIDAY, 13 MAY 2016

... infrastructure and real assets investment strategies. In StepStone we have found a firm that, like ours, focuses on client-centric solutions." Separately StepStone has also announced it will acquire alternative investments firm Swiss Capital, who specialise ...

Nominations open for AFA Adviser of the Year

MARK SMITH | TUESDAY, 10 MAY 2016

The Association of Financial Advisers (AFA) is now taking nominations for its annual Adviser of the Year and Practice of the Year Awards. In its fourteenth year, the AFA Adviser of the Year Award recognises an individual who is excelling in the delivery ...

Focus Financial expands into Australia

KERRIE SYDEE | MONDAY, 9 MAY 2016

... Co-founder and managing director at Focus, Rajini Kodialam, added: "MW Lomax's strong desire to grow and their client-centric model make it a natural fit for Focus. With the firm's scale of business and their holistic financial planning services, we ...

Energy Super partners with robo-adviser

DARREN SNYDER | FRIDAY, 22 APR 2016

... wellbeing," Petrou said. "We like that Decimal has invested so thoroughly in its robo-platform, so that it provides customer-centric solutions we can use immediately for our current members and prospective clients. It also gives good budget control and ...

Royal Commission won't hit banks where it hurts

ALEX BURKE | FRIDAY, 15 APR 2016

... short-term profits," Degotardi continued. "Not even a Royal Commission can force the major banks into becoming 'customer-centric'. The major banks will always put their shareholders before their customers." Degotardi concluded by suggesting that there ...

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Super funds race to implement digital advice

VINNY VUCAGO

Australian superannuation funds are increasingly turning to digital advice tools to bridge the longstanding gap between members needs and access to affordable financial guidance, according to executives at wealth technology Bravura Solutions.

Musk's $106bn fundamental-defying IPO lands on Nasdaq

RIDDHIMA TALWANI

SpaceX has raised US$75 billion ($106.8bn) in the biggest-ever stock market debut, valuing Elon Musk's rocket and satellite company at US$1.77 trillion.

Quinbrook appoints Australian lead

VINNY VUCAGO

Energy transition infrastructure investor Quinbrook has appointed Tim Horneman as region leader for Australia, formalising his responsibility for the firm's local investment activities and business operations.

Former ASFA COO joins housing fund manager

MATTHEW WAI

The former chief operating officer of the Association of Superannuation Funds of Australia (ASFA) has joined C1 Capital Group as chief investment and operating officer.

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