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| | | ... to dedicate more time and energy to client engagement and delivering higher value interactions," she said. Another key finding is that top firms actively collect feedback and use these insights to refine and reinforce their client value proposition. ... |
| | | | ... and leading to more direct engagement with managers than may have previously occurred. With that in mind, an interesting finding from the study shows there has been a rise in negative sentiment among fund managers in regard to internal teams. In 2014 ... |
| | | | The Administrative Appeals Tribunal (AAT) has nullified ASIC's ban on Dominique Grubisa, an investment guru and DG Institute founder, from participating in credit activities and financial services. In 2022, Grubisa was banned for four years after ... |
| | | | ... assisted the bank in developing its online trading platform. SelfWealth chair Christine Christian expressed her delight in finding someone of Keary's calibre and experience to fill the role. Christian said the new chief executive is joining the company ... |
| | | | Aware Super will now offer employees paid menopause leave, as the Finance Sector Union (FSU) launches an industry-wide survey on the impact of menopause and menstruation in the workplace in tandem with World Menopause Day. The Australian Institute of ... |
| | | | Globally, alternatives' assets under management (AUM) will reach around $33 trillion (US$24.5tn) by the conclusion of 2028, up from the estimated $22 trillion (US$16.3tn) expected at the end of 2023. According to Preqin's Future of Alternatives ... |
| | | | ... market that underwriters had filled a $790 million shortfall when raising $2.5 billion from institutional investors. The finding follows the failure of the Australian Competition and Consumer Commission's criminal case against ANZ and its underwriters ... |
| | | | New research finds that 75% of Australians earning $120,000 or less per annum feel financially confident with the help of a financial adviser compared to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning ... |
| | | | Improved professionalisation has seen a "significant transformation" in the family office sector, with executives increasingly empowered to manage family assets in-house, according to a new study by Ocorian. As part of the study, conducted earlier in ... |
| | | | Too much power has rested in the hands of PwC chief executives, who are elected in a presidential-style campaign and, other than maintaining popularity, have unchecked authority, an independent review has found. The report by former Telstra boss Ziggy ... |
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