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Showing 81 - 90 of 422 results for "Centric"

Pinnacle affiliates reach $85bn AUM

KARREN VERGARA  |  THURSDAY, 20 MAY 2021
... strategies and infrastructure, it said, adding that investment consultant ratings, offshore fund infrastructure and time-zone centric distribution are well in place to underwrite future growth. FUM for the retail channel hit $19.3 billion at the end ...

Jarden gets market participant licence

KANIKA SOOD  |  FRIDAY, 14 MAY 2021
... licence is a strategic milestone and underlines Jarden's long-term commitment to Australia. "It demonstrates our client centric culture, as we deliver an exceptional level of service across the trans-Tasman market. Combined with some of the best ...

CBA launches JV for institutional tool

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... wants of their customers," Hinchcliff said. "In short, CommBank iQ will help Australian institutions become more customer centric and better able to quickly identify and respond to both complex problems and significant growth opportunities." CommBank ...

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... Income Fund. Together they have about $170 million in assets. "Hejaz is taking steps to make wealth creation more customer-centric. The market potential here is enormous - Muslim Australians are diligent savers and, given the choice, will always gravitate ...

LGIAsuper picks custodian for merged fund

KANIKA SOOD  |  TUESDAY, 4 MAY 2021
... merger comes into effect on July 1 while Suncorp acquisition i s slated for a 31 March 2022 completion. "NAB's client-centric model and ability to improve operational efficiency for members were key factors in our decision, along with the organisation's ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... opportunity and so it was crucial to hire a team with a depth of local experience, aligned to Crestone's strong client-centric culture. We believe it is a testament to our business model that Crestone can attract advisers of this calibre." The expansion ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... interests duties are prompting advisers to shift away from a product selection or replacement mindset towards a more client-centric view, focused on client discovery, strategic goal-based advice and cashflow modelling. "The regulator's expectations ...

Iress partners with regtech for DDO

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
... aims to help consumers obtain appropriate financial products by requiring issuers and distributors to have a "consumer-centric approach" to the design and distribution of products. Product issuers must design financial products in a targeted manner and ...

Blake Grossman joins BetaShares board

ELIZABETH MCARTHUR  |  TUESDAY, 6 APR 2021
... Grossman said he has admired BetaShares' business for years. "I have admired the outstanding innovation, investor-centric focus, and strong culture at BetaShares for many years, and I'm delighted at the opportunity to join its board," he said. ...

Bennelong hires for new role

ELIZABETH MCARTHUR  |  MONDAY, 22 MAR 2021
Bennelong Funds Management has hired for the newly created role of chief client strategy officer. Amara Haqqani steps into the position. She will be based in Sydney and report directly to Bennelong chief executive Craig Bingham. Haqqani was previously ...