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Showing 101 - 110 of 296 results for "New clients"

Time-poor advisers to embrace model portfolios

HARRISON WORLEY  |  WEDNESDAY, 18 DEC 2019
... top concern for Australian advisers is to earn and maintain client trust, client-facing tasks and the prospecting of new clients are becoming more difficult for advisers to squeeze into their busy days, with just 15% and 11% of their time spent on the ...

New hires, mandates at Link

ELIZABETH MCARTHUR  |  MONDAY, 9 DEC 2019
... clients with the implementation of new mandates in recent months, in addition to on-boarding a number of significant new clients," Khoury said.

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... Product Lists (APLs) claims institutionally-aligned Australian Financial Services Licensees (AFSLs) are funneling new clients into in-house products, potentially in breach of Best Interest Duty obligations. Whistleblower Jeff Morris has urged the government ...

Intiger makes global operations head redundant

KARREN VERGARA  |  MONDAY, 29 JUL 2019
... certainty that these discussions will result in a transaction." Conversely, Intiger said it retains capacity to acquire new clients and that it was "pleased at the level of interest our services continue to receive." Flagship software BOOM has rolled ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... from a wide range of demographics with a mix of financial goals use Intelligent Portfolios Premium. "We've seen many new clients sign up who knew they needed help with financial planning but hadn't found an advisory model that fit them - either because ...

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... outcomes for clients, but also greater scale and efficiencies for the business. Additionally, HUB24 said it secured new clients with a network of financial advisers. HUB24 is rolling out its platform to Madison Financial Group and Centrepoint Alliance ...

Super fund appoints new asset consultant

ELIZABETH MCARTHUR  |  MONDAY, 8 JUL 2019
... purely on achieving the best outcome for their members." Polson added that he believes the firm's attraction to new clients is a reflection on its ability to provide aligned advice that helps clients deliver strong performance. Frontier has been ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... model portfolios." CountPlus said existing clients will be able to continue accessing the solution through HUB24. New clients will have go through a new HUB24 retail offer. "Morningstar intends to reduce the overall costs of the Privilege Managed Account ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... The third generation of the firm's software adds functionality, with a new base product allowing advisers to onboard new clients and re-engage existing clients without an ongoing service agreement. AstuteWheel managing director Hans Egger said the base ...

Macquarie Securities cops ASIC penalty

KANIKA SOOD  |  MONDAY, 3 JUN 2019
... regulator said. The panel attributed the breaches to weaknesses in Macquarie's systems, processes for on-boarding new clients and its control framework. It added that Macquarie intended to comply with the market integrity rules and reported the issues ...