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Showing 731 - 740 of 5291 results for "customer"

ASX expands partnership program criteria

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... creating a new dedicated CIO who will report to Lofthouse, and a separate technology division. Chesterman will lead the customer-facing technology and data business. The new CIO role focuses on system resilience and the delivery of multi-year technology ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management (CRM) and compliance system, built on Salesforce. The investment platform offers both back-office administration ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
... purpose," she said. With this, she explained, the provider will need to think about the needs and even the interests of the customer. "I am left scratching my head about why anyone is worried about replacing the best interests duty, which very few people ...

ClearView appoints chief executive

CASSANDRA BALDINI  |  MONDAY, 1 MAY 2023
... to be a dynamic challenger and differentiate ourselves by being easy to do business with and by delivering a superior customer experience," he said. "I am extremely proud of what we have achieved." Gooderick explained that she is committed to ensuring ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
Lumiant has acquired an app that helps financial advisers monitor clients' health, longevity and aged care risks that could impact retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's ...

Investors flock to term deposits over equities

ANDREW MCKEAN  |  THURSDAY, 27 APR 2023
Australian investors are flocking to term deposits and away from equity funds, signalling a shift towards more conservative investment strategies. Plan for Life data revealed that Australian equities funds experienced a decline in net funds inflows ...

US platform bids for Yieldbroker

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
Local bond and derivatives trading platform Yieldbroker, which is 43% owned by the ASX, is in talks with a US counterpart over a potential sale. New York-based Tradeweb Markets is in advanced discussions to by Yieldbroker under an all-cash deal valued ...

Former adviser jailed for nine years

KARREN VERGARA  |  MONDAY, 24 APR 2023
... away from breast cancer in October 2021," the proceeding heard. Fineff used most of the funds to bet on horses. He was a customer of several betting companies such as Betfair, Sportsbet and Ladbrokes. In one instance, Fineff was a customer of Ladbrokes ...

Challenger reports strong retail annuity sales

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
In an ASX announcement, Challenger reported a significant uptick in retail annuity sales in quarter three. Challenger's total Life sales were $2 billion, reflecting strong retail and Japanese sales. However, institutional sales ($1 billion) fell ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
... DASH has added a chief operating officer and an experienced superannuation specialist, recruiting ANZ's head of wealth customer resolution and the executive general manager of Equity Trustees' super trustee office. Following a recent capital raise, DASH ...