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Showing 921 - 930 of 4059 results for "Engage"

Insignia bolsters executive leadership team

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
Insignia Financial has made several key appointments, naming a chief risk officer, chief member officer and head of superannuation. Insignia has appointed Anvij Saxena as chief risk officer and Anne Coyne as chief member officer. Saxena will take on ...

Super funds must prioritise member experience: Consultant

ANDREW MCKEAN  |  WEDNESDAY, 17 MAY 2023
... the top choice of members for engaging with their superannuation funds. According to a 2018 IQ Group survey, most members engage with their funds via Facebook, Twitter, and other social media platforms. "From website navigation to page consistency and ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
The superannuation industry is witnessing a 13-year peak in members' intention to switch funds, according to the latest Super member engagement report by Investment Trends. The report revealed that this surge in switching intention aligns with a substantial ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
New research reveals that the fear of being pushy or appearing to be "salesy" is deterring financial advisers from proactively expanding their client base and increasing their assets under advice. About 43% of the 158 financial advisers based in the ...

Superhero launches in New Zealand

CASSANDRA BALDINI  |  TUESDAY, 9 MAY 2023
New Zealand investors will now be able to access Australian and US-listed stocks on the homegrown share trading and superannuation platform. Following the expansion, New Zealand investors can leverage Superhero's portfolio reporting features as ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... extremely or very confident in funding their retirement. Over half of Australians surveyed who use a financial adviser also engage with their super fund and are twice as likely to have a detailed plan as those who do not use a financial adviser. "This ...

ASX expands partnership program criteria

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The Australian Securities Exchange is seeking stakeholder feedback for its CHESS Replacement Partnership Program as it updates the eligibility criteria for potential participants. The CHESS Replacement $70 million Partnership Program canvasses industry ...

FCA simplifies listing rules to attract global companies

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
The Financial Conduct Authority (FCA) has proposed reforms to simplify listing rules, positioning the UK to attract a wider range of companies. The FCA wants to make the UK's listing regime more effective, easier to understand, and competitive, ultimately ...

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... advice to more people," he said. "We also want to enable Australians to get more involved with their finances, to learn, engage and manage their wealth with their advisers."