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Showing 21 - 30 of 32 results for "Client feedback"

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... "not only [rates] as exceptional, but whose performance has also been highly rated by their clients through the client feedback assessment we conduct as part of the judging process." Awards are now open to application and close on July 17. They will ...

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... the year award looks at practice's use of technology, quality of client engagement materials and quality of the client feedback process. The female excellence in advice award recognises female financial advisers who are making a significant contribution ...

Movers and shakers

... years and has extensive knowledge on model portfolios, stock selection and asset consulting. We have had strong client feedback following this appointment and look forward to Otto's involvement heading up the team going forward," a spokesperson for the ...

Surprise exit for van Eyk asset consulting team

MARK SMITH  |  WEDNESDAY, 20 AUG 2014
... years and has extensive knowledge on model portfolios, stock selection and asset consulting. We have had strong client feedback following this appointment and look forward to Otto's involvement heading up the team going forward," a spokesperson for the ...

AMP's Ipac unveils Next Generation Advice program

LAURA MILLAN  |  MONDAY, 2 DEC 2013
... follows a year of research that included the help of an independent expert, as well as a seven-week program to seek client feedback. "We tested the support material by sending it to 25 clients over seven weeks. We would send the material on Friday and ...

Adviser-client communication directly linked to profits: survey

LAURA MILLAN  |  WEDNESDAY, 13 MAR 2013
... advisers are not taking advantage of the quantifiable benefits of communicating with their clients and only 15% seek client feedback regularly, while the other 85% don't. "This data shows that there's definitely an incentive to implement a communication ...

Vanguard launches bond ETF

MELANIE TIMBRELL  |  THURSDAY, 5 APR 2012
... Standard. James said the decision to go with a government bond ETF as the fixed income offering was driven by client feedback. The UBS Government Bond is a value-weighted index of approximately 80 securities issued by the Commonwealth and State gover ...

IRESS eyes Asia

RUTH LIEW  |  MONDAY, 9 FEB 2009
... approval. "Full-market depth, additional news sources and company profiles may be added later on, depending on client feedback and if IRESS can find appropriate sources," said Jason Rudy, sales and support manager at IRESS. "IRESS already provides similar ...

Perpetual raises death benefits

MICHAEL HOBBS  |  WEDNESDAY, 26 MAR 2008
... Plan investors. Perpetual decided to include anti-detriment payment facility on the platform after adviser and client feedback, said Wang. Adam Balsamo, Perpetual general manager of platforms, said the Perpetual platform previously did not pay anti detriment ...

Online investing in its prime: Macquarie

CHRIS NICHOLLS  |  THURSDAY, 24 MAY 2007
... Australian market, and specifically the Australian tax environment." Semmler said product development drew heavily on client feedback, saying "Every single benefit we've actually put into the product is basically a hit list of what we get asked every ...