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Showing 1 - 5 of 5 results for "Adviser Assist"

Mason Stevens grows distribution team

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
Mason Stevens hired a sales director to oversee two states, joining the boutique after a long career at Macquarie Group. Andrew Vong joined Mason Stevens as a sales director for New South Wales and Queensland in a newly created role. Vong spent over ...

Aussies want advice, as long as it's cheap: Research

HARRISON WORLEY  |  TUESDAY, 11 SEP 2018
Australians trust financial advisers but will not pay more than $400 for face-to-face consultation, latest research reveals. Latest research from ING - conducted in conjunction with Rice Warner - shows financial advisers are the most trusted source ...

Retirement fintech makes senior appointment

DARREN SNYDER  |  WEDNESDAY, 16 AUG 2017
A financial advice start-up founded by former Challenger executive Paul Rogan has appointed a chief customer officer. Joining Retirement Essentials in the new role is Antoinette Tyrrell. She joins a growing team to lead the 'direct to consumer' marketing ...

Zurich launches optimised adviser portal

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
... advisers a new level of visibility and efficiency to manage their Zurich customer portfolio. Replacing Zurich's Adviser Assist portal, the mobile optimised portal allows users to view applications, renewals, transactions and account balances from their ...

High net worth clients being under advised

ELISE BURGESS  |  THURSDAY, 21 APR 2011
Advisers are not doing enough to make the most of out their relationships with high net worth clients, according to a survey of 1,287 US investors, with tax strategies and estate planning the biggest gaps. The Dow Jones Affluent Investor Study found ...
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