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Showing 71 - 80 of 486 results for "Centric"

BlackRock faces 'stiff competition' from APAC asset managers

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... gatekeepers, the study ranks asset managers by evaluating brand attributes such as investment strategy appeal, client-centric approach, expertise, solidity, and local knowledge, uncovering the most revered global and regional brands across the US, APAC ...

Rest appoints general manager, product

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAR 2024
... to members, effective immediately. Rest chief member officer Deborah Potts said Tully will bring a "holistic and member-centric approach" to the role. "Scott is a uniquely talented and experienced superannuation expert. I am confident his expertise and ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... expects Fortuna's advisers to join Count's licensee business. It also spent $4.1 million on SMSF services company, Solutions Centric. This month, Count announced the completion of the Diverger acquisition. The group now has 590 financial advisers and ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... Shop, TaxBanter and Priority Networking to our existing businesses of Accurium and (the recently announced) Solutions Centric." "The addition of the CARE SMA portfolios and the supporting client-centric advice processes provide new growth opportunities. ...

Count posts positive results ahead of Diverger takeover

CHLOE WALKER  |  TUESDAY, 20 FEB 2024
... in funds under advice. With Diverger, this will grow to $30 billion. In February, the group acquired 51% of Solutions Centric, a company that provides offshore SMSF services out of India. The acquisition is expected to complete before March 31. "These ...

Centric hires chief client officer

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... Morris will lead efforts to strengthen Centric's relationships with its clients and improve their overall experience. Centric is a Sydney-based wealth management platform and products designed to address Australia's "fractured fintech ecosystem". ...

Count drops $4.1m on SMSF services company

CHLOE WALKER  |  MONDAY, 12 FEB 2024
Count Limited (Count) has acquired Solutions Centric, a company that provides offshore SMSF services out of India, with an aim to expand its services segment to support financial planning and accounting businesses. Count will acquire 51% of the business ...

Bravura hires chief people officer from AMP

CHLOE WALKER  |  MONDAY, 5 FEB 2024
... it can. Russell said Davie is joining at a pivotal time for the organisation as it looks to embed a client and product-centric culture across its 1300 employees spread across 15 offices globally. "Having worked broadly across the technology and financial ...

Pension Protection Fund appoints chief executive

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... will act as chief executive. "We are delighted to welcome Michelle to the PPF as we navigate our next chapter. Her member centric approach and fiduciary experience will certainly help us to continue to play a pivotal role in safeguarding the futures ...

Rest awards mandate for member experience enhancement

ANDREW MCKEAN  |  MONDAY, 18 DEC 2023
... with their super. Rest general manager of brand and member experience Andrew Ford said that Reunion's data-led and member-centric approach is an asset. "Reunion shares Rest's commitment to simplicity, innovation and member empowerment," he said. "The ...