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Showing 891 - 900 of 2523 results for "Marketing"

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... an opportunity for advisers to share their expertise with new and existing SMSF clients," AMP Capital global head of marketing, digital, innovation and direct Tim Keegan said. The findings come from AMP Capital's latest survey of investment trends in ...

Geoff Wilson appointed to 8IP board

KANIKA SOOD  |  WEDNESDAY, 11 APR 2018
... Management's stake is worth $1.37 million. "Geoff will significantly strengthen the board's funds management, strategy and marketing expertise," 8IP chair Jonathan Sweeney said. Wilson holds directorships at several Australian financial organisations ...

MAX Awards nominations close soon

DARREN SNYDER  |  TUESDAY, 10 APR 2018
Less than two weeks remain for nominations in the 2018 Marketing, Advertising and Sales Excellence (MAX) Awards. The annual event is hosted by Financial Standard and there are 23 award categories this year including Advertising Campaign of the Year ...

Praemium expands global SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... Franklin Templeton Investments Australia managing director Matthew Harrison said. Likewise, Praemium head of product and marketing Mat Walker said the platform is delighted to be able to offer clients access to expert portfolio management in global investments. ...

ASIC slaps fines on Spaceship and its trustee

KANIKA SOOD  |  TUESDAY, 10 APR 2018
... members. The financial regulator said it will monitor new entrants to the superannuation industry to make sure their marketing and promotional claims are consistent with the underlying features of the product. "The accurate promotion of superannuation ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... fact-finding, providing quotes, form lodgements, and preparing annual reports and SOAs, he added. This extends to paraplanning, marketing, and bookkeeping and management reporting functions. Conrad Francis, director and co-founder of financial planning ...

Two industry funds merge

KARREN VERGARA  |  THURSDAY, 5 APR 2018
... diligence and "while investments and insurance are obvious areas for potential integration, other aspects such as brand, marketing and fund administrator can continue with current arrangements under the master trust model."

Contango restructure sees reduced headcount

ALEX BURKE  |  THURSDAY, 5 APR 2018
... also continue on as a member of the committee. Contango said the acquisition "more closely aligns the distribution, marketing, investment expertise, portfolio management and operational experience of both CGA and Switzer Financial Group." The acquisition ...

Prime Value appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 3 APR 2018
... also continue on as a member of the committee. Contango said the acquisition "more closely aligns the distribution, marketing, investment expertise, portfolio management and operational experience of both CGA and Switzer Financial Group." The acquisition ...

Less than half of all super funds are gaining new members

ALEX DUNNIN  |  THURSDAY, 29 MAR 2018
... growth of their memberships, all the top 10 were from the retail sector. All were small retail super funds with targeted marketing pitches or funds servicing highly-focused membership groups. Excluding funds that merged or consolidated during the year ...