Search Results | Showing 61 - 70 of 115 results for %22Centric Wealth Management%22 |
| | | ... understand and accept the advice they've been given. Our goal is to help advisers and accountants provide quality, client-centric advice and combat ongoing legislation change. "Being cloud-based, our systems now can be quickly adapted from one centralised ... |
| | | | ... also currently a director at Third Link Investment Managers and Pluton Holdings. Prior to Philo, he was chair of Centric Wealth's asset allocation and portfolio construction committee, chief executive at Investing 101, a co-founder of Tribeca Learning ... |
| | | | ... greater efficiency, cost benefits, and customer service to Orica and its employees. "We were impressed by Mercer's customer-centric model where every single individual sits at the heart of the interactions and experiences we create. This was important ... |
| | | | ... setting the bar higher each year. The accolades are well deserved and we hope that they continue to spearhead investor-centric initiatives that are world-class, highly relevant and innovative," said Michelle Baltazar, director of media and publisher. ... |
| | | | ... didn't pay much attention to the benefits of financial services at the time, she does believe her then-entirely consumer-centric mindset has informed her current position. "I think I bring that perspective into this job," she argues. "What are consumers ... |
| | | | Wealth managers in Australia will need to employ more client-centric strategies and make better use of technology if they want to capture a share of the sector's $280 billion (US$200 billion) global revenue opportunity, according to EY's 2016 global ... |
| | | | ... Our entire industry was built on it, so we like it," she said. "We think it's going to set the tone to provide client centric advice. It's doing right by the clients which the most important thing in this industry. So we think there is a combination ... |
| | | | ... Co-founder and managing director at Focus, Rajini Kodialam, added: "MW Lomax's strong desire to grow and their client-centric model make it a natural fit for Focus. With the firm's scale of business and their holistic financial planning services, we ... |
| | | | ... included an analyst who previously worked at Platinum Asset Management and a sales executive who was previously at Centric Wealth. Among Altair's clients outside of dealer groups are Australian-based family offices and high-net worth (HNW) investors. ... |
| | | | ... AustralianSuper, Class Super, Cbus, First State Super, Mercer, MLC, Perpetual, SunSuper and Westpac. "Core to IQ Group's customer-centric approach is its considerable investment in and commitment to our customer advocacy and assurance team," said IQ ... |
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