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Showing 5521 - 5530 of 12413 results for "Focus"

Netwealth releases adviser toolkit

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Netwealth has launched a free open-source toolkit that wealth management businesses can leverage for innovation workshops in their offices. The first release focuses on customer experience and journey. The netwealth customer Journey Map workshop puts ...

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
Only 30% of Australians know what their goals in life are, revealing a significant opportunity for financial advisers using a goals-based approach. According to new research from Advice Intelligence, about 70% of Australians don't know what their goals ...

IOOF appoints dealer group chief

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
... financial services experience made him ideal for the job. "We are pleased to bring the talent, experience and client-first focus of Financial Services Partners into the IOOF group," Mota said. "We're creating Australia's leading financial advisory service ...

NAB combines teams, appoints executive

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
NAB is merging its customer experience and marketing teams, appointing an executive general manager to steer the integrated function. Suzana Ristevski will step into the role of executive general manager, marketing and customer experience to lead a ...

The joys of an independent board

KANIKA SOOD  |  WEDNESDAY, 3 OCT 2018
What value does an independent board of directors add to an investment company? That's a question that directors of top UK investment companies met to answer yesterday. At a conference organised by 86-year old Association of Investment Companies (AIC) ...

Royal Commission interim report flawed

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
Commissioner Kenneth Hayne's interim report lacks understanding of financial advice and appears to have ignored submissions on the issues raised throughout the Royal Commission. That is the view of the Association of Financial Advisers which, in ...

Elon Musk steps down as Tesla chair

KANIKA SOOD  |  TUESDAY, 2 OCT 2018
... remove some corporate governance issues. "Addition of independent directors increases the probability that Elon Musk will focus more on the production of the company rather than management and other issues," Creagh said. She says investors are likely ...

Industry fund goes for growth

JAMIE WILLIAMSON  |  TUESDAY, 2 OCT 2018
... industry, saying she is very excited to have her joining the fund. The industry fund's long-term growth strategy will see its focus on innovation broaden while maintaining its commitments to improving member outcomes, she added. Likewise, Peters said ...

Sargon grows executive lineup, launches fintech solutions

JAMIE WILLIAMSON  |  TUESDAY, 2 OCT 2018
... operates across Australia, New Zealand and Hong Kong helping to build better financial infrastructure, so our clients can focus on their customers and growth."

EQT appoints asset management leaders

HARRISON WORLEY  |  TUESDAY, 2 OCT 2018
Equity Trustees appointed new leaders to its in-house asset management function. Northward Capital founder and former IAG Asset Management co-head of equities Darren Thompson will become the firm's head of asset management, with former Invesco head ...