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Showing 381 - 390 of 486 results for "Centric"

Tax-efficient giving advice missing: Macquarie

MARK SMITH  |  WEDNESDAY, 24 OCT 2012
... the APS, now make it increasingly easy for financial advisers to outsource propositions. Bruce Christie, an adviser for Centric Wealth, says he is more than happy to let specialist companies with the required expertise manage his clients' philanthropy ...

Money Solutions partners with ING DIRECT

LINDA HAUSKEN  |  WEDNESDAY, 12 SEP 2012
... phone-based advice has now partnered with the pioneer of online banking in Australia. We both provide innovative customer-centric services." added Bowden. The new controversial super product that also features customer selected investments including ...

Super funds look to banks on social media

MELANIE TIMBRELL  |  WEDNESDAY, 8 AUG 2012
... found. As 'best practice' use of social media by super funds is yet to emerge, banks can provide good insights on customer-centric use of the medium, according to the report. "These organisations are using social media as both a marketing and customer ...

Stammer joins Centric Wealth investment committee

ALEX DUNNIN  |  THURSDAY, 26 JUL 2012
High end wealth advice group Centric Wealth has appointed Dr Don Stammer to its portfolio construction committee. Dr Stammer's involvement with Centric Wealth will include working with the principals of Philo Capital Advisers, where he works as a non-executive ...

BT flags wealth "land grab"

MELANIE TIMBRELL  |  THURSDAY, 12 JUL 2012
... targeted firms. "We want to have a broader impact on the direction the industry is taking so we are [taking] a more client-centric approach where there is absolute clarity in all parties' value proposition." Butterworth's comments followed an analyst ...

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... managing director and added Chris Cuffe to its board of directors. McMurdo, who was formerly chief executive officer of Centric Wealth and managing director of Hillross Financial Services, said the decision to join the firm was driven by Fitzpatricks ...

Borland heads to CS Singapore

ALEX DUNNIN  |  FRIDAY, 22 JUN 2012
... best solution for our clients." "In her previous role as fund analyst for Australia, Karla was very much living a client-centric business model which is now being implemented on a global scale." Borland will move to Singapore and will take over her new ...

A team joins Plan B

LINDA HAUSKEN  |  TUESDAY, 19 JUN 2012
... believes that the right way of focusing on clients' best interests is to ensure its advisers share the company's client-centric values. "There has been a lot of talk in the market about advisers being enticed to move with large sign-on bonuses, but Plan ...

PPM moves to meet IMA demand

MELANIE TIMBRELL  |  WEDNESDAY, 13 JUN 2012
... founding." Beirne is the second appointment to service the growth, with long-time IMA specialist Ian Hardy joining from Centric Wealth in October last year. "Andrew has produced outstanding results throughout his career. His approach marries well with ...

Market Wrap - Morning

AAP  |  MONDAY, 2 APR 2012
... (0.50 per cent) at 13,212.04. The broad-based S&P 500 added 5.19 (0.37 per cent) to 1,408.47 on Friday, while the tech-centric Nasdaq slipped 3.79 (0.12 per cent) to 3,091.57. The gain followed rises on European markets, which surged after eurozone finance ...