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Showing 551 - 560 of 877 results for "Evolve"

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... competitive landscape means consumers can fill some needs through direct or industry fund insurance channels. So, as advisers evolve their pricing and business models, being clear on the value and key difference they make to their client's lives is crucial." ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... ongoing professional development which is now seen as more important than ever," Tucker said. Further, while technical skills evolve in the initial stages of an adviser's career, this slows once an adviser has started in their first role and it is the ...

EQT partners with fintech

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2017
... opportunities in Europe and Asia. Milestone Group chief executive Geoff Hodge said: "The global regulatory landscape continues to evolve at a rapid rate, causing firms to place an even higher focus on effective oversight of outsourced operations. Having ...

Millennial super fund creates advisory board

ALEX BURKE  |  WEDNESDAY, 4 OCT 2017
... companies." Spaceship is currently on the lookout for an investment manager to, as per the job description, "create and evolve the firm's various investment strategy models."

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that ...

QIC boosts US presence with acquisition

DARREN SNYDER  |  TUESDAY, 3 OCT 2017
... portfolio. We understand the importance of regional malls to their local communities and have the capability and the capital to evolve these assets into multi-faceted destinations." The transaction will be completed in two tranches with the transfer ...

Underwriting expert joins ClearView

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... Page will be responsible for leading ClearView's national underwriting team and partnering with the group's reinsurer to evolve its underwriting processes. He'll also develop adviser relationships and provide insight and direction on underwriting practices ...

Industry fund welcomes new chief executive

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... as we enter the next stage of growth," O'Regan said. Smith said: "I am committed to leading LGS to further develop and evolve this investment approach, which in turn, will play a key part in the ongoing success of the fund. I look forward to working ...

BNY Mellon subsidiary makes local and global hires

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
... expert and practical knowledge will be invaluable to our business, our clients and their advisers as we seek to continue to evolve and uphold the highest standards in all aspects of our distribution strategy," Nauphal said. Woolhouse commented: "At a ...

Low-flation becoming less transitory?

BENJAMIN ONG  |  MONDAY, 14 AUG 2017
In its 26 July FOMC statement, the Fed noted: "Inflation on a 12-month basis is expected to remain somewhat below 2% in the near term but to stabilise around the Committee's 2% objective over the medium term. Near-term risks to the economic outlook ...