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Showing 121 - 130 of 296 results for "New clients"

Confidence remains in face of regulatory headwinds

JAMIE WILLIAMSON  |  FRIDAY, 31 AUG 2018
... offering. Improving efficiencies are a major focus for 20%, while greater focus on distribution channels and attracting new clients was cited by about 18% respectively. Aiding this, 27% of asset managers expect their greatest investment over the next ...

Perpetual reports $140m profit, investments business dips

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
... hit $46 million. Fordham continued to be the largest referral partner to advice business, bringing in 130 of the 190 new clients. Total new clients for advice business were down from 306 last year to 190. But average balance of HNWs has jumped from $2.8 ...

UBS shutters UK robo platform

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... that assesses clients' financial situation and risk profile to recommend a relevant investment option, has closed to new clients, according to its website. UBS unveiled the service in the UK in October 2016, making it first available to employees and ...

More risk advisers offloading practices

KARREN VERGARA  |  WEDNESDAY, 29 AUG 2018
... in 2013-14 were sought after because no Fee Disclosure Statement (FDS) was required and the opt-in requirement for new clients from 1 July 2013, didn't apply. Even some major banks that used to lend on this asset class have done a back-flip and now ...

BNP Paribas AM sells Arnhem stake, appoints new investment manager

JAMIE WILLIAMSON  |  WEDNESDAY, 1 AUG 2018
... or around August 17. The change is in response to Arnhem's announcement on 5 June that it would cease taking on new clients with a view to winding down its existing capabilities. BNP Paribas AM has now sold its 40% interest in Arnhem back to the ...

Macrovue appoints ANZ Wealth executive

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
... months since Bristow's appointment. The new hires have primarily been in operations to support on-boarding of new clients. Some of its portfolios were added to Praemium's super menu last week, following a May approval. Bristow said the company ...

Wealth fintech partners with Milliman

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
... of the development, the fintech said. Ignition Wealth chief executive Manish Prasad said the fintech's existing and new clients will benefit from the partnership. "Underpinning Ignition Wealth's bank grade enterprise solutions with the Milliman data ...

Adviser performance data vital to remuneration

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... those targets on an ongoing basis, and sharing non-financial company KPI's. These metrics might include profitability, new clients won, client review activities, client retention measures, and client feedback scores. Elixir also recommends practices ...

Asset manager awards admin mandate

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... slashes the managed funds application process to five minutes. FUND.ID, a straight through processing system, on-boards new clients using an electronic signature and bank level encryption. It's able to identify retail investors and self-managed super ...

Frontier appoints principal consultant

ALEX BURKE  |  TUESDAY, 29 MAY 2018
... recently come on board at Frontier, says a lot about the firm," she said. "We have been very pleased to add a series of new clients over the last year and have been patient in our recruiting to ensure we can continue to offer the kind of customised service ...