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Showing 6461 - 6470 of 12413 results for "Focus"

Life insurance ripe for disruption

KARREN VERGARA  |  TUESDAY, 21 MAR 2017
... the retail segment experienced in the last five years will taper off, driven by "declining adviser numbers, an increased focus on sales compliance and overall market saturation," the report says. During that period, profitability declined due to an increase ...

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... said. "We have established the foundation to call ourselves a professional advice services business and we will continue to focus on the outcome and the standard of advice," Younger said. In addition, Fortnum managing director Joel Taylor said the framework ...

BTIM head of sales departs

DARREN SNYDER  |  MONDAY, 20 MAR 2017
... and a respected colleague throughout his time at BTIM. Chris leaves on a high with a strong team in place with a strong focus on client service," BTIM said. BTIM Australia chief executive Michael Bargholz said: "Personally, in the short time that I have ...

Perennial portfolio manager leaves industry

ALEX BURKE  |  MONDAY, 20 MAR 2017
A senior portfolio manager at Perennial Value Management stepped down from his role and has retired from the industry. Tony Oesterheld joined Perennial in 2007, taking research responsibility for the Tony Oesterheld steels, utilities, building materials ...

Adviser contravenes FoFA obligations

EMMA RAPAPORT  |  MONDAY, 20 MAR 2017
A Melbourne based financial advice provider is to appear in the Federal Court of Australia for alleged contraventions of the Future of Financial Advice obligations. Following an ASIC investigation, Wealth and Risk Management (WRM), and its related companies ...

Global insurance tech eyes Australian expansion

ALEX BURKE  |  FRIDAY, 17 MAR 2017
... executive Michael Kelly, is to meet increasing demand from super funds to "extract maximum value from core systems" while they focus on member engagement. "Our partnership with Sequential delivers on our commitment to provide not only the best software ...

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
Australian Unity's newly-formed trustee business is welcoming the appointment of a general manager. The internal promotion sees Emma Sakellaris take the top role. She will be responsible for developing the business building a specialist, client-focused ...

AIA launches digital life insurance advice tool

EMMA RAPAPORT  |  FRIDAY, 17 MAR 2017
Life insurer AIA is partnering with digital financial advice provider SuperEd to develop an online tool for superannuation fund members. The online tool, which will be integrated into AIA's LIFEapp, will provide members with education and assistance ...

Compliance and cybersecurity keeping bankers awake

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... found recruiting and retaining talent (63%), and investing in new customer-facing technology (60%) as the common areas of focus. Such issues are equally important to 67% of Australian bankers. But only 11% of banking executives globally expect their ...

BTIM builds out multi-asset team

ALEX BURKE  |  THURSDAY, 16 MAR 2017
... and approach. "Succession planning and mentoring is fundamental to the investment management business and therefore a key focus for BTIM management and all its portfolio managers," Gonzalez said. "John Wood, who has been with JOHCM for 11 years and in ...