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Showing 41 - 50 of 69 results for "Marshall"

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
... (Beddoes Institute), Graham Peatey (Practice Management Consultant), Peter Sobels (Riskinfo), and Kristine Brooks and Andy Marshall from Zurich. Advisers and practices may nominate themselves, or can be nominated by any industry participant. The judging ...

Zurich insurance appoints CFO, updates app

KERRIE SYDEE  |  FRIDAY, 15 APR 2016
... app which will now offer users new screens in a bid to provide a more engaging and interactive client experience. Andy Marshall, head of sales strategies for Zurich's Life and Investments business, said the upgrade to the Adviser Flipchart app is a 'game-changer' ...

FICAP marks 10th anniversary with record fundraising

MICHELLE BALTAZAR  |  THURSDAY, 17 MAR 2016
... Tria Partners: The Way you Make me Feel by Michael Jackson Raymond Tay, Challenger: Let's Dance by David Bowie Sandra Marshall, KPMG: Call Me by Blondie This year's RockStar attracted the highest number of sponsors and participants. But Marnie McLaren ...

Super funds must ramp cyber protections

DARREN SNYDER  |  FRIDAY, 4 DEC 2015
... advances, security risk will become an increasing discussion at the board level. KPMG global head of cyber security Malcolm Marshall said collectively the financial services industry sleepwalked in to a position of vulnerability when it came to cyber. ...

Multi-asset funds rated high but risk disappointment

LAURA MILLAN  |  WEDNESDAY, 11 NOV 2015
In light of growing popularity among advisers, research houses have reviewed multi-asset strategies and awarded them high ratings, but warned that they are most at risk of "return disappointment." Morningstar's latest Sector Wrap-Up for multi-asset ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
... sum insured prior to the first meeting could be a game-changer," said Zurich head of sales strategy and research Andy Marshall. "The new tool not only increases client engagement from the very beginning of the advice journey, it also maximises efficiency ...

AFA awards deadline looms

ALEX BURKE  |  TUESDAY, 14 JUL 2015
... Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Nominations opened in June; at the time, Zurich's general manager of retail life and investments Philip Kewin said the ...

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Advisers are able to nominate themselves or be nominated by "any industry participant," according to the AFA's statement. ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
... story in FS Advice. Previous Smileys recipients have also been profiled including James Sutherland, Naomi Rosenthal, and Marshall Brentnall. The Scholarship and other awards were conducted after a social media roundtable session featuring the 'Digital ...

State Street partners with wealth management tech provider

MARK SMITH  |  THURSDAY, 13 NOV 2014
... reporting services to State Street's wealth adviser clients who have increasingly complex global investments," Taylor added. Marshall Stephen, chief executive officer of FNZ Asia Pacific, said: "The combination of our technology with State Street's strong ...