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Showing 681 - 690 of 1436 results for "Channel"

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 ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Users of IRESS can now schedule and hold video meetings with clients thanks to a new integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen ...

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Westpac is facing a class action for allegedly charging higher life insurance premiums via its network of financial planners. Shine Lawyers filed the class action against the bank and its subsidiary, Westpac Life Insurance Services, on behalf of customers ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
Less than three months remain until the Life Insurance Framework becomes commonplace for advisers and experts say there's still time to review or reconsider advice pricing options. The AFA 2017 National Adviser Conference will hear from four industry ...

NAB launches customer chatbot app

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... for our customers; we know they want more self-service capability and they want to be able to solve basic questions in a channel that suits them and when it's convenient for them." In a separate announcement, NAB said it is slashing one third of the ...

Exclusive partnership brings $35bn global manager to Australia

ALEX BURKE  |  WEDNESDAY, 4 OCT 2017
... entering the Australian market via an exclusive partnership. Capital Dynamics is partnering with Australian distributor Channel Capital to launch its clean energy infrastructure (CD CEI) strategy to local institutional investors. The strategy invests ...