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Showing 1 - 10 of 548 results for segments

The rising role and risks of generative AI

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... significant risk aversion among the public and clients. So, when working with clients, it's crucial to understand the segments, counterparties, and stakeholders involved, he said. Ensure clarity when introducing new AI tools in your terms and conditions ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... retirement," she said. "Demographic analysis is not enough. Funds must continue to innovate, to effectively engage with at-risk segments. And it starts with sound insights." Further, members indicated that the top three areas where they want to see improvement ...

Frontier grows consulting, governance teams

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... Fool. Firstly, Daniel Manser will join Frontier's client consulting team, working with investors across all client segments. Manser joins from Aviva, based in the United Kingdom, where he was leading and implementing investment strategy reviews of ...

Macquarie Group profits falls 32% to $3.52bn

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... Annuity-style operations led by MAM, Banking and Financial Services (BFS), and select Commodities and Global Markets (CGM) segments reported a combined net profit of $3 billion, a 27% decrease from FY23. This decline was mainly due to reduced asset realisations ...

Mercer rolls out new corporate super plan

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... merger to Mercer Super, effective April last year, but we've built it in a way that we can onboard new clients in new segments of the market," Barber said. The pipeline for new business is as "big as the market" and he expects to add hundreds of new ...

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

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... deliver exceptional tailoring to high-net-worth clients while also stepping up personalisation at scale for affluent segments." Another challenge was to elevate client relationship management and front-office performance. This requires cultural sensitivity ...

Bell Asset Management announces new chief executive

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... management. He also had a successful tenure at HSBC Asset Management, where amongst other things, he led sales teams across all segments in Australia. "We are excited to welcome Michael to BAM as our new chief executive. His extensive background in funds ...

Netwealth's share price rises following strong inflows

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... momentum" in new adviser and licensee relationships, with a new business pipeline and strong conversion rates across all segments. The group also flagged that founder Michael Heine, who stepped back from day-to-day management in October 2022 to become ...

Heartland finally gets regulatory approval for Challenger Bank acquisition

ELIZA BAVIN  |  MONDAY, 8 APR 2024
... Challenger Bank's foundation and funding platform to accelerate growth in Australia. It also plans to expand into new product segments, such as asset finance and motor finance. "Expansion will be enabled through access to retail deposits, allowing heartland ...

PE deals tumble again, down 63%: Bain & Company

KARREN VERGARA  |  TUESDAY, 26 MAR 2024
... funds were mostly competing for larger deals, PEP targeted an attractive niche - mid-market companies in the value-added segments of the infrastructure spectrum," Bain & Company's Asia-Pacific private equity report read. "And because its limited ...
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