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Showing 1 - 10 of 4794 results for "customer"

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
... government and stakeholder relations within ART's commercial division. Here, he managed ART's single largest customer - the Queensland government - and aligned stakeholders such as health, education, and police. The executive and board director ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... great home for those customers." "Betterment was the obvious choice for those accounts as we share a deep commitment to customer satisfaction. We look forward to continuing to serve our Marcus Deposits customers with great products and a great experience," ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... to a wider range of clients," it said. Wealth managers also need to deliver smooth omnichannel experiences for every customer journey. "This calls for an overall channel architecture, backed up with operational alignment that can integrate in-person ...

Macquarie Bank to pay $10m for unauthorised fee transactions

ELIZA BAVIN  |  MONDAY, 22 APR 2024
... controls to prevent and detect unauthorised fee transactions conducted by third parties, such as financial advisers, on customer cash management accounts. ASIC chair Joe Longo said fraud controls were increasingly important and the case against Macquarie ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ...

AMP North adviser inflows rise 22%

ANDREW MCKEAN  |  THURSDAY, 18 APR 2024
... business and consumer bank offer, launching in Q1 25, to lessen funding risks over the medium term by broadening the customer base and introducing a compelling transaction account offer that will help diversify and build deposits."

UniSuper selects new group insurer

JAMIE WILLIAMSON  |  WEDNESDAY, 17 APR 2024
... chief executive Richard Nunn said he is thrilled to be partnering with UniSuper. "The strength of our digital offering, customer focused approach and values alignment means we are able to deliver what really matters to their members," he said. "Both ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
ClearView said it believes there have been signals towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... meeting government objectives. Internationally, it has five major financial institutions as clients in UK / Europe with customer reach of 200 million people. "Ignition's mission is to work with financial institutions around the world to close the advice ...

Superhero introduces $2 brokerage

KARREN VERGARA  |  MONDAY, 15 APR 2024
The trading platform today introduced a new pricing structure that charges investors $2 on all ASX trades for up to $20,000. Trades more than $20,000 incur a 0.01% brokerage fee. Superhero chief executive and co-founder John Winters credits the revised ...
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