Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 581 - 590 of 1697 results for "Communication"

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
A Melbourne multi-boutique has snapped up Zenith Investment Partners' former marketing and communications manager as it builds its team. Anthony Pesutto has joined Copia Investment Partners as general manager for marketing, in a full-time role. Pesutto ...

Industry funds dominate member satisfaction

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
Only two retail super funds made the top 10 in a Roy Morgan list that measured how satisfied members felt with their fund's financial performance. The two retail funds to make the list were Asgard and Macquarie and they were below the average satisfaction ...

NAB to end financial planning compliance issue

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
In a media release today, the bank said it had reached out to all clients impacted by a compliance issue that originally surfaced in 2017. The issue saw NAB Financial Planning conduct a review of client beneficiary nomination forms after the bank found ...

Engagement should be easier: Productivity Commission

HARRISON WORLEY  |  THURSDAY, 10 JAN 2019
... In December last year the Australian Institute of Superannuation Trustees recognised excellence and innovation in communication and member engagement, with AIST chief Eva Scheerlinck saying the awards demonstrated profit-to-member super funds were becoming ...

Member outreach boosts post-merger integration

KARREN VERGARA  |  TUESDAY, 1 JAN 2019
Equip Super's efforts to integrate its new members after a merger have paid off, rewarding the $15.2 billion super fund with a significant boost in member confidence. Equip recorded a 10% lift in confidence from Rio Tinto Staff Superannuation Fund ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... whitepaper shows that advisers who use managed accounts are reporting reduced manual administration, more regular communication with their clients, and improved risk controls in managing client portfolios," he said. Eighty-seven percent of managed accounts ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... attributes, accounting for metrics such as perceived expertise across six asset classes and cut through via six communication channels. The leading five fund managers, according to the advisers, were Magellan, Vanguard, Colonial First State, Challenger ...

Lifecycle super can be better: Frontier

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
... would need to set up investment strategies and allocations for member cohorts above or below the target objective. "Communication will be particularly important when members are well below target, as a key part of the solution in this instance will be ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
Roy Morgan research suggests having a minimum of $300,000 triggers the need for financial advice. The survey of more than 50,000 consumers in the year to October reinforces that financial advisers tend to target clients at the top end of the income ...

AIST awards innovative achievements

KARREN VERGARA  |  THURSDAY, 6 DEC 2018
The Australian Institute of Superannuation Trustees recognised excellence and innovation in communication and member engagement at its recent annual Awards for Excellence. UniSuper took out the Best Digital Award (over $40,000 spend) for a campaign ...