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Showing 671 - 680 of 1431 results for "Channel"

Grant Samuel wins RE mandate

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
Grant Samuel Funds Management is the new responsible entity of the Munro Global Growth Fund. Following approval by shareholders, GSFM has replaced Munro Asset Management - the AFSL holder for Munro Partners - as responsible entity of the fund. In June ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... the product through their employer. This is a cause for industry concern as 81.9% of products were purchased via this channel in the last 12 months, Roy Morgan said. "Our research shows those who seek independent professional advice are much more satisfied ...

Social media boosting super fund engagement

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... tools. Of those funds, 88% are using social media, up from just 47% two years ago. Funds understand the need for an omni-channel approach to ensure an integrated and consistent member experience, WTW Australasia and Asia head of digital solutions, Richard ...

Decimal signs key partnership with UK consultancy

EMMA RAPAPORT  |  WEDNESDAY, 22 NOV 2017
... advice solution, allowing superannuation fund to better connect with their members, and progress from calculators to omni-channel digital advice. Decimal and AHC will also collaborate on customer user experience campaigning, combining AHC's creative ...

Advisers ambivalent on LIF deadline: Poll

KARREN VERGARA  |  MONDAY, 20 NOV 2017
With less than six weeks to go, financial advisers are still unclear about their obligations under the Life Insurance Framework reforms, Financial Standard's weekly spot poll shows. More than 40% of advisers who took part in the survey are unsure about ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
The chief executive of a US mutual fund provider and subsidiary to a US$1.7 trillion global investment manager believes the financial services industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment ...

Wealth, insurance arms hit banks' earnings

KARREN VERGARA  |  TUESDAY, 7 NOV 2017
... there is no doubt open banking will be disruptive, for forward-thinking and well-prepared banks, it will also offer a new channel to attract customers, offer new services and generate new revenue streams," he said.

New consultancy bridges IFA support gap

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... product list (APL) and that's where [a lot of the cost] is added in." Added costs exist because it helps subsidise the channel - this is where we see the opportunity for the price to come down, he added. One challenge that comes with exiting a subsided ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... Milliman and the latest update aims to help clients have a conversation about goal "trade-offs". AMP director of advice channel strategy and services Dave Akers said the update now brings client conversations and choices within a couple of steps of the ...

Grant Samuel adds retail distribution role

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
Grant Samuel Funds Management recruited a former Fidante Partners business development manager for a newly created role. Stephen Higgins will take on the new role of key account manager in GSFM's NSW retail sales team, focusing on its IFA, private bank ...