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Showing 311 - 320 of 486 results for "Centric"

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... with a progressive 10-year buy-back. AZ NGA chief executive Paul Barrett described Harvest Wealth as a "modern, client-centric financial planning practice" which is committed to "educating their clients" and "[providing] an outstanding example of how ...

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... carried across to all businesses in the group. Under the new model, Findex businesses including Crowe Horwath accountants, Centric Wealth, Financial Index Wealth Accountants, Prescott Securities, CIVIC Financial Planning and the MOVO online investment ...

IQ Group adds to executive leadership team

DARREN SNYDER  |  THURSDAY, 12 NOV 2015
... actively working with IQ Group customers to enhance their experience of the consultancy's offering, facilitating a customer-centric approach to everything it does," an IQ Group statement said. Tanwar has experience in the delivery of strategic enterprise ...

ANZ private wealth sees digital growth

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... than $4.3 billion and ANZ KiwiSaver grew 32% to $7 billion. ANZ has flagged the reshaping of its business to customer centric digital solutions driving growth, with Smart Choice Super and KiwiSaver recording a compound annual growth rate of 65% in digitally ...

The social benefits of advice

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
... people, which requires a sales force to guide people through those decisions." The next step was to develop a "client-centric" business model where the product or service (and its delivery) is catered exactly to the needs of the client. It's at that ...

Findex hires head of risk from Macquarie

MARK SMITH  |  TUESDAY, 6 OCT 2015
... year Findex announced a transition to completely commission-free insurance product across the group, commencing with the Centric Wealth and Financial Index Wealth Accountants. The first commission-free product was sourced through the BT Group and introduced ...

Super trustees get a handle on retirement income

DARREN SNYDER  |  FRIDAY, 2 OCT 2015
... retirement strategy requires not just familiarity with the design features of various products, but a rigorous, member-centric assessment of the outcomes generated by each, and a quantitative comparison of these outcomes across different product types. ...

Chief executive departs mine industry super fund

DARREN SNYDER  |  THURSDAY, 24 SEP 2015
... Power Credit Union. "Bruce is as a highly competent, people-focused executive who has embedded a first class customer-centric culture within the business. He has underpinned this culture with the highest ethical standards and shared values. Thanks to ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... pleasing and as a business we continue to realise our aspiration of being a highly innovative, and true adviser and client-centric investment provider," Kirk said. He continued, "Our service offering now leverages not only our investment capabilities ...

Findex appoints former ANZ exec

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
... private wealth firm Martin Goodrich & Associates. It also announced that life insurance policies recommended through its Centric Wealth and Financial Index Wealth Accountants subsidiaries will be commission-free.