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Showing 321 - 330 of 486 results for "Centric"

Fitzpatricks growth burst all part of the plan

ALEX BURKE  |  FRIDAY, 7 AUG 2015
... according to chief executive John Woodley. The past month has seen IOOF-aligned Main Street Financial Solutions and former Centric Wealth adviser Alisa Honeyman move to Fitzpatricks. Speaking to Financial Standard, Woodley said, "I don't think you're ...

Cbus moves insurance to TAL

DARREN SNYDER  |  FRIDAY, 7 AUG 2015
... piece for us in TAL's tender was their capacity to partner with us to achieve our strategic goals of providing a member-centric experience across the fund's services," Atkin said. "TAL's systems and services are already primed for innovation, service ...

Apogee partners with CoreData to improve client experience

ALEX BURKE  |  THURSDAY, 6 AUG 2015
... improve client engagement and advocacy. "Apogee grew up as a broker representative so the core network is very client-centric," he said. "There aren't many advisers who wouldn't say they were client-centric, of course, but there aren't many who are passionate ...

Adapt or die, asset managers warned

MARK SMITH  |  WEDNESDAY, 5 AUG 2015
... developing more customised approaches to risk management that meet unique needs. "Asset managers are becoming more client centric, embracing digital change, investing in risk tools and developing more innovative solutions," said State Street head of ...

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
... he added. "Advisers who are thinking about the future of advice don't see wraps as the way forward for dynamic client-centric businesses and they're looking to partner with us to deliver a complementary investment and administration solution for their ...

Mercer appoints new sales leader

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
... weather, but thrive, in this environment," Walsh said. Mercer has recently invested significantly in building customer-centric systems and tools in its superannuation business, and has brought to market a suite of investment solutions for clients.

Findex life insurance goes commission-free

ALEX BURKE  |  MONDAY, 20 JUL 2015
Findex's Centric Wealth and Financial Index Wealth Accountants divisions will now only recommend commission-free life insurance policies. As per the recommendations provided by the Association of Financial Advisers (AFA), Financial Planning Association ...

Cbus appoints new executive manager

DARREN SNYDER  |  WEDNESDAY, 15 JUL 2015
... said the business unit and Coysh's appointment were "part of the new structure for Cbus that is designed to be customer-centric." "Jarrod and his team will be focused on providing superannuation product and service solutions for employers and increasing ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... entirety of a client's financial affairs is one Findex is pursuing across our Australasian network through Crowe Horwath, Centric Wealth and our other brands." At the same time as Findex's acquisition, advice and accounting firm ESV Accounting and Business ...

LGS and Intrust Super appoint J.P. Morgan as custodian

DARREN SNYDER  |  WEDNESDAY, 1 JUL 2015
... chief executive, Brendan O'Farrell, commented it was essential to appoint a custodian that understands the fund's member-centric goals and can deliver services to help manage a rapidly evolving investment climate. J.P. Morgan will continue to provide ...