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Showing 481 - 490 of 566 results for "ProActive"

Planners rank high on client scorecard

RUTH LIEW  |  THURSDAY, 15 JUL 2010
... the key factor for client loyalty, followed by the availability of their adviser, efficiency of issue resolution and proactive account management. The key drivers of overall satisfaction are proactive account management, followed by availability, investment ...

Australians frustrated with fin companies

RUTH LIEW  |  FRIDAY, 25 JUN 2010
... experiences in Australia," said Brett Waters, RightNow's vice president Asia-Pac South. "Even when consumers try to be proactive about ill treatment and remove their business, there's no guarantee that the company will notice and even less evidence that ...

Purvis attracts SMA mandate with new venture

MICHAEL HOBBS  |  THURSDAY, 13 MAY 2010
... between 1992 and 2006 and was the executive chairperson at United Funds Management for three years to 1998. He launched Proactive Portfolios at the end of last year, a business that houses the research and knowledge he's developed of multi-asset and ...

KiwiSaver eggs more savings, but not enough

MICHAEL HOBBS  |  TUESDAY, 11 MAY 2010
... up for KiwiSaver, few have linked their membership with how they are set up for retirement. We need to be much more proactive to ensure KiwiSaver helps us achieve what we want," said Blair Vernon, general manager of marketing and distribution at AMP. ...

Click rates rise at ESI Super website

COMPANY RELEASE  |  WEDNESDAY, 31 MAR 2010
More members are flocking to ESI Super's website compared with two years ago - some reportedly visited the website 200 times in one year due to uncertainty around super legislation. A recent survey found that financial awareness and potential changes ...

Ready, steady, communicate

COMPANY RELEASE  |  TUESDAY, 23 MAR 2010
Members don't care about super until close to retirement - myth or fact? According to ESI Super, it is a myth as increasingly financially literate members look to their super funds as "partners" before, during, and after retirement. The $2.8 billion ...

S&P gives DNR three stars

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
... specialises in managed accounts and direct investment mandates. The manager is an established participant and has been proactive in the development of the Australian SMA sector. The model portfolio represents a concentrated portfolio of predominantly ...

Bookmakers fund closer to liquidity resolution

RUTH LIEW  |  WEDNESDAY, 18 NOV 2009
Bookmakers Superannuation Fund, which in August announced it was facing liquidity issues, has made progress on the mortgages and property fronts to achieve a resolution for members. The fund applied to the Australian Prudential Regulation Authority ...

LUCRF Super hires new Aussie eq managers

RUTH LIEW  |  THURSDAY, 5 NOV 2009
... working in our investment oversight team, that's a significant increase. "We want to make sure that we can take up a proactive position in terms of managing our managers and keeping an eye on things," said Sword. Sword added that the increase in resources ...

Pengana launches on dbSelect

COMPANY RELEASE  |  FRIDAY, 30 OCT 2009
... fund manager wanted a platform that had reacted effectively to the events of the past 12 months and could develop a proactive approach in the future. "We looked for a platform that employed leading technology and infrastructure and could respond to the ...