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Showing 61 - 70 of 77 results for "Interests First"

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... powerful message which you can incorporate into your value proposition to show that you are putting your client's interests first and saving them lots of money."

Vanguard chief says embrace robo-advice

JAMIE WILLIAMSON  |  FRIDAY, 17 FEB 2017
... of instils a sense from our clients that they can place a lot of trust in us and that we're going to put their interests first," McNabb said. McNabb also believes that advice businesses can benefit from embracing robo-advice. "There's so much discussion ...

Equip eyes merger with Rio Tinto plan

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
... of the employer directors. "As a profit-for-member fund, Equip has an absolute commitment to putting members' interests first. Our fund embodies robust governance, proactive risk management, and a skilled investment framework, and these attributes have ...

Still unsure about POTUS 45

BENJAMIN ONG  |  MONDAY, 23 JAN 2017
... nations of the world - but we do so with the understanding that it is the right of all nations to put their own interests first. We will reinforce old alliances and form new ones - and unite the civilised world against radical Islamic terrorism, which ...

Queensland bank sells planning business

DARREN SNYDER  |  MONDAY, 19 DEC 2016
... arrangement as quickly as possible," Stanton said. "Our number one priority is our customers, putting their best interests first and ensuring they have access to quality advice and service." The change involves the transfer of Heritage financial planning ...

La Trobe Financial launches retail platform

DARREN SNYDER  |  WEDNESDAY, 5 OCT 2016
... access, anytime and anywhere. Our customer service motto for over 60 years has been to focus on our investors' interests first," Andrews said. La Trobe Financial chief executive and president Greg O'Neill said: "Our Credit Fund's objective is to protect ...

Survey reveals little faith in bank advice

MARK SMITH  |  THURSDAY, 22 SEP 2016
... five Australian consumers have faith that traditional retail banks will give them unbiased advice and put their interests first. That's one of the key findings from a recent global survey of 55,000 consumers across 32 countries - including 2,001 from ...

OneVue announces management, strategy changes

ALEX BURKE  |  FRIDAY, 1 MAY 2015
... their clients back - you get them back by knowing there's a standard process that's being followed that puts their interests first. How can that be a bad thing at the moment, when there's so much disruption in the industry?"

Steve Tucker and Paul Heath launch HNW business

JAMES FERNYHOUGH  |  WEDNESDAY, 10 DEC 2014
... commission for selling them into products that may or may not suit them. This enables us to genuinely put our clients' interests first at all times." Heath said: "A major benefit for our clients is that Koda Capital is not aligned with or owned by a ...

Upfront commissions linked to bad advice

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
... writing. An AMP spokesperson said: "Customers expect us to provide them with quality financial advice that puts their interests first. We take this seriously and stand behind the advice we give to customers. "ASIC's report raises some important issues ...