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Showing 811 - 820 of 2523 results for "Marketing"

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... managed accounts boost their acquisition value? That's a question that Managed Accounts Holdings head of distribution and marketing Tony Nejasmic sparked at an adviser panel at the Financial Standard Best Practice Forum on Managed Accounts in Melbourne ...

Pinnacle expands distribution team

KANIKA SOOD  |  MONDAY, 10 SEP 2018
... Vance's new Australian point of contact is Louise Bradshaw who worked closely with Hodnett. She is currently the head of marketing and development. Prior to this, she worked at T.Rowe Price as the head of consultant and client relations. Last month ...

Linear pushes MGP into the red

KARREN VERGARA  |  MONDAY, 3 SEP 2018
... the stockbroking and financial advisory market, acquiring Linear intends to improve efficiencies in administration and marketing the full suite of products. "To that end we are undertaking a review of the name of the group to better reflect the range ...

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
... associated with adding new investment groups and funds to Praemium's managed accounts range. Praemium head of product and marketing Mat Walker said the firm was pleased to welcome Cilmi. "Praemium's managed account offering is growing rapidly under increasing ...

Vanguard launches ESG funds

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... MSCI Global Aggregate ex SRI Exclusions Index, hedged to Australian dollars. Vanguard Australia head of product and marketing Evan Reedman said the firm understands some investors want products which both align with their values and allow them to achieve ...

CFA Australia names first chief executive

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... worked at Oxford University Press and CPA Australia, working across digital communications, content, publishing, IT and marketing. CFA Society Sydney president Ganesh Suntharam said: "This appointment marks an important next step in the evolution of ...

MetLife partners with industry fund for digital tool

HARRISON WORLEY  |  TUESDAY, 28 AUG 2018
... claim for total and permanent disability insurance and income protection insurance in a single claim. MetLife chief marketing officer Jeremy Simmons said by allowing members to claim for both policies simultaneously, the platform reduced stress for fund ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
... Praemium. ASIC determined that this was potentially misleading to consumers and investors. MSWMA has now updated its marketing approval processes and arranged for staff to receive training in relation to appropriate means of describing their products ...

Retail super funds in hot water: Royal Commission

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... respect to its RSE licensee's business operations. Hodge referred to CSF paying $2 million to Australian Family, a marketing and communications firm. Australian Family's chief executive is the brother of Robert Clancy, the super fund's head ...

Senior Rainmaker executive to join BlackRock

STAFF WRITER  |  FRIDAY, 24 AUG 2018
Rainmaker Information has announced that Moe Alshawa, director of group sales and marketing, has left the company to pursue an opportunity with a major global investment firm. Alshawa joined Rainmaker in 2009 and in his role elevated Rainmaker's ...