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Showing 871 - 880 of 5292 results for "customer"

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... dinner. The award is presented to extraordinary and visionary advisers, recognising qualities of leadership, innovation, customer focus and professional excellence. "The AFA congratulates Felicity for winning this award and for her role as an ambassador ...

Current legislation "wrong way around": Levy

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
Quality of Advice Review chair Michelle Levy believes providing financial advice with a focus on best interests duty and duty of priority is doing things the wrong way. Commenting on her proposal to replace the best interests duty and duty of priority ...

AMP cops $14.5m penalty over fees for no service

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
Five AMP companies will pay $14.5 million for charging close to 1500 superannuation members fees for no service over the course of about three years. The Federal Court handed the fine to AMP Superannuation, AMP Financial Planning, Charter Financial ...

Charter Hall secures ATO HQ

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... added: "We are delighted to extend our partnership with both DOMA and the Commonwealth government as a long-term tenant customer, as we modernise our office portfolios and select low vacancy markets which will drive long-term growth for our investors ...

Consultation opens on crypto regulation bill

ANDREW MCKEAN  |  MONDAY, 19 SEP 2022
Liberal senator Andrew Bragg has released a draft bill for consultation that introduces licences for digital asset exchanges, custody services, stablecoin issuers, and instigates disclosure requirements for Chinese state-owned banks that facilitate ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
AMP's wrap platform has added Cboe Australia's funds to its offering as it continues to grow in popularity with financial advisers. Just last month, North's managed portfolio passed $6 billion in assets under management, more than doubling since August ...

Lack of transparency hindering access to financial services: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
... industry is working towards data democratisation. Meanwhile, nearly half (48%) of respondents said that their compliance and customer service departments would operate more efficiently and benefit from being part of a global consumer due diligence utility ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... recognises and celebrates these talented individuals who drive positive change through their leadership, innovation, customer-centricity and commitment to professional excellence and financial literacy," Zurich Life & Investments chief distribution officer ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... funding from Savant Wealth Management. Savant has $13.5 billion in assets under management and, as Lumiant's first US customer, took a minority stake in Lumiant's US business. Its chief executive and founder Brent Brodeski now has a seat on Lumiant's ...

Superhero launches auto-invest capability

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
Superhero has rolled out an auto-invest feature on its platform and also introduced a new investment discovery experience for users. From today, Superhero users can schedule automatic buy orders to have a recurring order for any share or ETF available ...