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Showing 91 - 100 of 296 results for "New clients"

Advisers split on COVID-19 opportunity

HARRISON WORLEY | TUESDAY, 12 MAY 2020

... assistance they provide to retirees and pre-retirees. "Advisers are focused on meeting the needs of existing and/or new clients at this extraordinary time, and it's critical that advice professionals feel well supported," Lloyd said. "It was fantastic ...

Former AFSL director banned

ELIZA BAVIN | TUESDAY, 5 MAY 2020

... the AFSL until it reviews ASIC's decision. The ATT said this order was subject to Olive Financial not accepting any new clients and notifying all current clients of ASIC's decision to cancel the AFSL. A separate ASIC decision to ban Olive Financials' ...

Adviser fears over ASIC relief

HARRISON WORLEY | THURSDAY, 30 APR 2020

... designed to accelerate the issuance of information for clients - is "great", but won't help with the onboarding of new clients. "Let's say someone you know is in financial distress and they want to have access to their superannuation and they're a new ...

COVID-19 clogs custody mandate pipeline

ELIZABETH MCARTHUR | FRIDAY, 24 APR 2020

... acknowledged that newly won custody mandates were experiencing delays. He said that with businesses in work from home mode, new clients have told Northern Trust they want to move their transition back to later in the year. Winning new business has taken ...

Challenger winds up boutique partnership

KANIKA SOOD | WEDNESDAY, 22 APR 2020

... following the Royal Commission have been further exacerbated by the pandemic, which has impacted their ability to onboard new clients and engage effectively with their existing customers...earlier in the quarter we had been starting to see positive signs ...

Not the time to sell products

HARRISON WORLEY | THURSDAY, 16 APR 2020

... advisers. Speaking to Financial Standard, Rady revealed Allianz Retire+ ceased selling its Future Safe product to new clients as the crisis began to unfold, with the firm instead focused on helping advisers and their clients make their way through the ...

Morningstar releases time saving tool amid crisis

ALLY SELBY | THURSDAY, 9 APR 2020

... digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature a digital Statement of ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR | THURSDAY, 2 APR 2020

... the time an adviser has to provide an SOA in time-critical situations and allowing short form SOAs, especially for new clients wanting to act on government relief announcements including early access to super. "In relation to clients being harder to ...

Citi to expand local securities team

HARRISON WORLEY | MONDAY, 16 MAR 2020

... employees, which will boost the bank's regional operations site in the Malaysian capital. "In addition to working with new clients, we look forward to welcoming a large number of new employees to Citi, and the added operational scale will be of great ...

Advisers still unclear on referral rules

ELIZABETH MCARTHUR | WEDNESDAY, 29 JAN 2020

... payment of referral fees to other professionals like accountants and mortgage brokers is the main way many advisers gain new clients and without the certainty of those flows of business they could be facing an uphill battle. "We are getting feedback ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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