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Showing 21 - 29 of 29 results for "Reconnect"

Pinnacle appoints distribution director

ALEX BURKE  |  TUESDAY, 16 FEB 2016
Boutique group Pinnacle Investment Management has appointed a new director of distribution. Megan Jenner joins Pinnacle from Sadrian Bowman Capital in London, where she was head of marketing and investor relations. Prior to that she worked in investor ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
... He added that the tool isn't just suited for client sourcing: "It is also a simple and efficient way for advisers to reconnect, and potentially reassess the cover, of their C and D clients, who in the past have received little to no ongoing contact at ...

Advisers battle to reconnect with disengaged clients

LAURA MILLAN  |  MONDAY, 4 NOV 2013
... planners are fishing for new clients among Australians who have never sought advice before, but technology could help them reconnect with disengaged clients already in their practices. "There are very few practices that don't have a number of disengaged ...

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
... our tablet applications have tools that customers can interact with." BT has recently implemented a new system called Reconnect and Rediscover where clients go to a single page that takes them through different potential facts in their lives. "It presents ...

FPA chief to champion planner needs

MICHAEL HOBBS  |  THURSDAY, 27 MAY 2010
... FPA. Expectations Grahame Evans, managing director at Professional Investment Services (PIS), said he wants Rantall to reconnect with financial planners and their concerns. "He needs to make sure he has a clear understanding of how people actually see ...

UK bans commission payments from products

MICHAEL HOBBS  |  TUESDAY, 30 MAR 2010
... trust in financial advice services by removing commission bias, whether it be actual or perceived. "There is a need to reconnect the adviser and client, where one pays for the services of another and without the distraction of commission. Only then can ...

Market Wrap - Morning

AAP  |  TUESDAY, 10 NOV 2009
The Australian stock market has received a strong lead from overseas, with Wall Street's key stocks indices all higher and commodities prices firmer. At 0826 AEDT on the Sydney Futures Exchange, the December share price index futures contract was 78 ...

Advisers let down by MMs

ALEX DUNNIN  |  TUESDAY, 6 OCT 2009
... decisions right and then find the best managers to do it." McGregor said these changes to how intermediaries operate will reconnect advisers with their research. Advisers wanting this improved research will however have to pay for it because "providing ...

Aberdeen finalises restructure

HAMISH MADDEN  |  MONDAY, 4 JUN 2007
Aberdeen Asset Management's revised investment team structure has been revealed after finalising its acquisition of Deutsche Asset Management's (DeAM) Australian equities and fixed income businesses capabilities. Bill Bovingdon's seven person fixed ...
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