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Showing 321 - 330 of 566 results for "ProActive"

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... geopolitical events than ever before, and this is affecting their investment sentiment. As a result, planners increasingly seek proactive content to aid in reassuring clients, aligning expectations and keeping them on track with their financial goals," ...

SuperFriend launches employer engagement framework

KARREN VERGARA  |  MONDAY, 22 JAN 2018
... noted the majority of employer engagement traditionally occurred at the on-claim stage, but is shifting toward a more proactive delivery of stay at work or return to work support. More than 60% of group life insurers work directly with employers to support ...

AustralianSuper embraces goals-based advice

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Australia's largest superannuation fund is making the switch to goals-based financial advice. Speaking to Financial Standard, AustralianSuper group executive, member experience and advice Shawn Blackmore said the $120 billion fund has started to integrate ...

Kelly+Partners launches corporate advisory business

ALEX BURKE  |  FRIDAY, 8 DEC 2017
As flagged in its FY17 results, chartered accountancy and wealth firm Kelly+Partners is launching a new corporate advisory business. Kelly+Partners Corporate Advisory (KPCA) will specialise in providing "trusted, unconflicted advice to private business ...

Industry rolls out anti-sexual harassment ETF

KARREN VERGARA  |  THURSDAY, 30 NOV 2017
Amid the countless sexual harassment claims made against high-profile men coming to the fore, an exchange-traded fund that invests in companies championing women's rights in the workplace is due to launch in early 2018. The Impact Shares YWCA Women's ...

Major banks overlooking elder abuse

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... chief executive of not-for-profit organisation Greysafe, said it's been over a year since the ABA asked banks to be more proactive and develop a framework to combat elder abuse. This has been met with silence by bank bosses who seem more focussed on ...

Wealth, insurance arms hit banks' earnings

KARREN VERGARA  |  TUESDAY, 7 NOV 2017
The wealth management and insurance businesses continued to squeeze the margins of the four major banks in the full year to 2017, separate reports from EY and KPMG have found. A KPMG analysis of the major Australian banks' performance shows the insurance ...

Financial services firms eye machine learning

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... services industry is a high-profile target internationally for cyber-security threats, but the good news is that firms are proactive in adopting security technology, he said.

TCorp and Sunsuper buy UK airports

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... in the infrastructure sector provide greater scope for value creation through responsible stewardship, governance and proactive management of assets to create value for our members. We look forward to our ongoing involvement in the Bristol and Birmingham ...

Synchron hires new state manager from AMP

ALEX BURKE  |  TUESDAY, 31 OCT 2017
... replace Sheridan Wright, whom Synchron said has taken a "senior management role" at Perpetual. "Regenass shares the same proactive, collaborative and constructive approach we take at Synchron and we are confident he is the ideal person to build on the ...