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| | | ... The awards were presented in line with the MAX Awards, which recognise industry excellence in marketing, advertising, and sales in financial services, now in its 30 th year running. The other ILA winners on the night were: Australian Equities - High ... |
| | | | Celebrating 30 years, Financial Standard's Marketing, Advertising and Sales Excellence (MAX) Awards recognised the most influential professionals in the wealth management industry last night. The MAX Awards hosted more than 300 people to honour ... |
| | | | ... 2021 and 2022 financial years, totalling 50%. The ATO has not issued amended assessments in respect of those subsequent sales," Lendlease said. "Should the ATO apply the same treatment to both these partial sales we estimate this may give rise to additional ... |
| | | | ... should have access to alternative investments and praised Capital Group's investment capabilities, client relationships, and sales and distributions network. They also mentioned plans to expand the partnership into additional asset classes and channels. ... |
| | | | The life insurer has promoted two from within to the roles of head of retail sales and head of strategic sales, as it sets in motion expansion plans. Nathan Leonard is the insurer's new head of retail sales. He first joined NEOS when it launched in ... |
| | | | ... partner with other businesses in the space. "Whether it's broking firms looking for third-party clearing or institutional sales desks seeking execution and clearing capabilities from trusted, stable, and secure partners, we aim to build a stable ... |
| | | | ... evidence of balance erosion from fee deductions for advice originated by cold calling business models using questionable sales tactics that pressure members into switching superannuation funds. "Superannuation trustees should have processes in place ... |
| | | | ... identified a small subset of advisers and licensees who have referral arrangements with cold-callers who use high-pressure sales tactics, with some cold callers receiving a cut of an adviser's advice fee while others are paid a flat payment. Other licensees ... |
| | | | ... benefits of transformation, through stronger cost discipline and a clear focus on our core businesses. Our progress in asset sales within the Managed Portfolio is also strengthening our balance sheet. We expect to achieve our target leverage range of ... |
| | | | ... Research Systems where he was head of the Asia Pacific business. He has over 25 years of experience in leadership positions in sales, consulting, and engineering. Prior to his time at FactSet, Bhat spent a decade at Tata Consultancy Services. "I'm very ... |
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